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Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (3405)	6/20/1999 10:34:00 AM
From: Highway Jim	Respond to of 5390

Anyone..ERICY has had a decent runup as of late. Anybody have any thoughts short term price targets?

To: elmatador who wrote (3405)	6/21/1999 5:05:00 AM
From: Mika Kukkanen	Read Replies (1) \| Respond to of 5390

Very surprised at your thoughts elmatador. The answer is not exactly, but the higher management is quite heavily biased from the old radio divisions (the most succesful division) I would agree. Acquisitions and agreements have not been in the wireless sector, it has concentrated more on the IP arena. This goes very well with the move to mobility and IP. They still have transmission people for technologies such as (D)WDM, they have an excellent ATM portfolio as well. The main thing is to look at access to the backbone network, which can also mean using fixed technologies...BT in the UK has Ericsson's phone doubler for example (amongst other access technology) and highway products. When you look at Ericsson strategy you have to admire that going against the trend of 'big buy outs' has led to them to be in (IMHO) to be the best position for the future. Best, Mika