Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.600

+0.5%

Nov 28 9:30 AM EST

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To: Mika Kukkanen who wrote (3030)	3/25/1999 6:59:00 AM
From: Maurice Winn	Read Replies (1) of 5390

Mika, I told you VW40 was what it turned out to be. Among many other things which were right on the money. Cognitive dissonance is a phrase Tero will learn today. As will many others. People will be 'separated from their positions' as Jon says. Ericy will NOT be selling VW40 because the chip rate was 4.something or other. There will not be 4.something or other chip rate. There is something else I'm predicting. We'll know in a matter of hours I suppose. Mika, this has all been about technology, not business. The business is a mechanism to deliver technology. Ericy failed on both. Now, in one fell swoop, they have paid up big to get in. Ericy has not leap frogged Qualcomm. They are a customer of Q! Ericy has not leapfrogged Lucent, Motorola or Nokia either. Nor Nortel, Samsung or others. They have simply got the opportunity to try to catch up. They should do well as they have a good engineering and marketing network around the world. They should get some cdmaOne business in NZ VERY soon. Don't you feel sorry for OneTel? Gloat, gloat, gloat, Maurice

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