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

To: Mika Kukkanen who wrote (3490)	7/12/1999 4:18:00 PM
From: JDN	Read Replies (1) \| Respond to of 5390

To Mika and all those who have been moaning and gnashing their teeth: Thought some of you might like to read the following: JDN Global Internet Stocks: Ericsson - More Than Just Handsets July 5, 1999 8:42 AM EDT By Michael Ward and Mido Shammaa Special to worldyinvestor.com Analysts invariably value the big three cellular companies, Nokia (quote, chart, profile), Ericsson (quote, chart, profile) and Motorola (quote, chart, profile), based on their handset business. Nokia, whose stock price has soared nearly 1,000% over the past three years, has a very visible and profitable handset division, representing close to 50% of their revenues. Conversely, Ericsson's handset division contributes only 25% of total sales, yet the company is the leading supplier of cellular telephony infrastructure equipment, twice as large as its next competitor, Lucent (quote, chart, profile). With the largest installed customer base, Ericsson is currently very well situated in the infrastructure segment. While Nokia and Motorola represent solid investments, we feel that Swedish-based Ericsson offers the most potential. Ericsson's Internet Activities As cellular phones and the Internet become more integrated, companies that best position themselves to exploit future technology trends should outpace the competition. On April 26, the Wall Street Journal reported that Ericsson planned to acquire various Internet technology firms to better compete with Cisco (quote, chart, profile) and other data networkers. There has been much speculation about Ericsson buying 3Com (quote, chart, profile), the No. 2 network equipment maker in a deal that would approach $10 billion. Some analysts also believe Ericsson could be targeting Nortel Networks (quote, chart, profile), the No.2 phone equipment maker in North America in a monster deal that could exceed $100 billion. Recent Ericsson Investments Ericsson made a strategic investment in Saraide.com, which provides mobile operators a wide array of Internet-based services over any air interface. Current offerings include e-mail, e-commerce, stock quotes and stock information. It acquired a 75% stake in Danish Telebit Communications, a company specializing in the next generation of mobile/Internet interfaces. Ericsson made a minority investment in Icelandic Internet software developer, OZ.com. OZ.com integrates traditional wireline and wireless communications services over the Internet. It purchased privately held Torrent Networking for $50 million in cash. Torrent manufactures equipment based on Internet Protocol (IP), which should give Ericcson's data-networking products a boost. Ericsson recently announced the introduction of WebOnAir, a new solution that significantly increases the efficiency of wireless web page downloading to Personal Digital Assistant (PDA). PDA is essentially a mobile phone and web browser, allowing users to download four times faster onto wireless equipment. By reducing the amount of bandwidth required to carry IP-based services, WebOnAir will make wireless web browsing significantly more efficient and help to usher in this next generation of remote usage and wireless Internet accessibility. The Internet certainly seems to be the next frontier for the cellular industry and companies that best position themselves for this evolution should outpace the competition. We regard Ericsson as a dynamic and visionary company and believe their recent investments in the Internet should benefit them significantly. _____________________________________________________ How many of you knew that ERICY was TWICE the size of LU in supplying cellular equipment?? JDN

To: Mika Kukkanen who wrote (3490)	7/14/1999 12:34:00 PM
From: elmatador	Read Replies (2) \| Respond to of 5390

Ericsson Confirms ANx-DSL Platform Interoperability with Leading Vendor's xDSL Customer Premises Equipment STOCKHOLM, Sweden--(BUSINESS WIRE)--July 14, 1999--Ericsson's ANx-DSL broadband access platform has achieved real-world interoperability with xDSL (Digital Subscriber Line) Customer Premises Equipment (CPE) from such leading vendors as Efficient Networks, 3Com Corp., Alcatel Microelectronics, ADDTEL, Cayman Systems Inc., Compaq Computer Corp., FlowPoint Corp. and ITeX. Based on the Asynchronous Transfer Mode (ATM) standard for cell-switched technology, the ANx-DSL platform can be deployed in a range of access networks. Operating on the existing Public Switched Telephone Network (PSTN), the Ericsson platform functions smoothly with existing CPE. Part of Ericsson's end-to-end network solutions, the ANx-DSL platform has been shown to be fully interoperable with ADSL (Asymmetric DSL) Lite Customer Premises Equipment from leading vendors. (ADSL Lite is also known as G.lite.) ``In designing our ANx-DSL platform, we were exacting in our efforts to achieve full interoperability with the new ADSL Lite industry standard and with multiple vendors' equipment,' said Ron Dikhoff, general manager of wireline access for Ericsson. ``The ease with which our platform works with Customer Premises Equipment from vendors such as these shows that we met that objective. Because of its high degree of interoperability, our platform gives customers maximum flexibility in choosing which ADSL Lite Customer Premises Equipment to use.' The Ericsson platform's full interoperability with the vendors' CPE was confirmed at a Supercomm '99 showcase sponsored by the Universal ADSL Working Group (UAWG) as well as in interoperability tests recently conducted at the University of New Hampshire Interoperability Laboratory. ``Efficient Networks is committed to enabling mass deployment of broadband access, and G.lite technology provides another catalyst for delivering consumer-friendly ADSL service,' said Peter Bourne, director of product marketing at Efficient Networks. ``Efficient has validated G.lite compatibility with strategic central office equipment vendors such as Ericsson and is working closely with service providers worldwide to ensure that G.lite-based services are available.' ``3Com is focused on developing standards-based products and strongly believes interoperability is critical to driving mass market deployment of DSL,' said Al Brisard, director of marketing and product development, Personal Connectivity Division, 3Com Corp. ``Ericsson's ANx-DSL platform has proved to be interoperable with 3Com technology and products from other leading vendors in recent tests at Supercomm and in university settings. This makes it a reliable choice for service providers.' A simplified version of full-rate ADSL, the ADSL Lite service is designed for residential customers and home-based businesses. Using a single standard telephone line, ADSL Lite provides Internet access of up to 1.5 Megabits per second - more than 25 times faster than today's fastest analog modems. The standard also eliminates the need for special installation services or for additional wiring inside the home. Consumers receive ``always-on' Internet access, and they can use the same single telephone line for voice and Internet communications. In addition to the ANx-DSL platform, Ericsson's end-to-end network solutions include the AXI 510/AXC 512 family of service selection gateways and edge routers, and AXD 301 backbone ATM switches. These combined platforms put Ericsson in the unique position of being able to provide complete solutions for xDSL networks. FINALLY ONE THAT IS NOT WIRELESS!!!