Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.725

-0.2%

Nov 7 9:30 AM EST

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To: Jim Oravetz who wrote (2759)	2/11/1999 7:58:00 AM
From: Mika Kukkanen	Read Replies (2) of 5390

<OT> Siemens Plans Acquisition To Boost Internet Strategy is the title in the other day's WSJ. As the title suggests they are following a similar strategy as Ericsson, but are they too late? What I am very interested in at the moment, are application developers for Internet services and who are the real "content" providers or "differentiators" in the Internet services market. I asked this in relation to future 3G licensing and who the players are likely to be. Of course, most players will be the already established operators, but who will they need to team up with to provide a comprehensive 3G service? 3G is not just mobile telephony with more data!

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