DMA & All** Re Mr. Gilder **,
I am personally amazed that someone so learned, would display
such naivety when comes to a comparison of the two company's
business models.
One has only to log onto the ericsson site ericsson.com
to view the many branches of the Ericsson entity.
For instance take a gander at it's Internet Product Portfolio at
ericsson.com
From there, you may want to investigate how they are capitalizing
on their large installed base of AXE equipment.
Mika could tell us more about that, I'm sure.
Ericsson is a giant octopus, and possibly QCOM has temporarily
damaged one of its many branches, but that single branch
will soon heal,or they will replace it with another bleeding
edge technology branch -- that is why they are investing
in new Startups, on both coasts of the United States.
(Shrewd folks, those Scandinavians)
QCOM is a fine company, but in my opinion, they have a limited
product portfolio, based on one technology (CDMA),
and they have been pi..ing away valuable resources by trying
to compete in the cutthroat handset market.
BTW the Ericsson handset branch is rapidly expanding, and
preparing to once again suck up a major portion of that
market.
The average investor will get back into ERICY, only when they
realize that Ericsson is once again a major force in the
handset market.
This of course, is my opinion, it's free, and guaranteed to
be worth all that you pay for it.
Best Regards,
Mardy. |
