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Technology Stocks : Ericsson overlook?
ERIC 9.505+1.1%Nov 25 3:59 PM EST
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To: Ruffian who wrote (3246)5/22/1999 5:08:00 AM
From: w molloy  Read Replies (1) of 5390
 
Hi mp...

The Chinese ministers comments are significant, and I'm kind of disapointed that no-one on the Q thread has picked up on it.

1. GSM is going to be the primary network in China
2. Capacity issues will be addressed by CDMA overlays.

It doesn't look as if there is going to be a massive roll-out of
IS95 in China.

I wonder how this will affect Q/ERICY/NOK in the medium term
(say 3-5 years down the pipe)

BTW- 'cos of the recent run up, my portfolio is somewhat Q heavy :-)
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