Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mika Kukkanen who wrote (3600)	8/12/1999 11:34:00 AM
From: P2V	Respond to of 5390

Mika, Some basic thoughts : We "techies, and would-be techies", are so enamoured with 2G and 3G cell and satellite communications technologies -- that we have forgotten or fail to realize the following: A large segment of the world's population consider their most valuable posession to be a bicycle, and have no desire or dream of owning or using a 2G or 3G phone. Ericsson and others must meet there needs first, with either wired technologies, or in many cases, satellite connected phone boxes. I think that Elmatador has voiced his frustration with Ericy's narrow emphasis on RF Interface technologies. I think that he has a good point there. Regards, Mardy.

To: Mika Kukkanen who wrote (3600)	8/12/1999 6:09:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 5390

Telecom NZ cdmaOne telecom-media.co.nz That's Telecom's press release. Initially I thought that Ericy were not in the running because they had not taken over the Q! infrastructure division but months have gone by now and it was a production factory. I still suspect that Ericy will come in at the last moment with the best offer. There is no reason that Ericy or any other can't be included for consideration prior to a decision and contract. It wasn't a government-type tender where if you are not in you are out [I'm assuming that but don't know for sure]. There was quite large business taken over by Ericy. It seems odd to me that they aren't getting what business they can. I agree they might focus more on 3G migration, but they need to maximize sales in the meantime. I'm betting on a late run for the Telecom business! As EL M says, there was a risk-sharing component to the Telecom NZ purchase of cdmaOne which maybe means vendor financing and Ericy doesn't want to do that, but that's conjecture. Maurice