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

To: gdichaz who wrote (3689)	9/16/1999 9:40:00 AM
From: tero kuittinen	Respond to of 5390

So who's going to take the hit when pdQ product family is eliminated? Ericsson, Motorola and Nokia back Symbian - they have no use for a 200-gram internet phone using Palm Pilot OS. Who's going to take the risk of relaunching Q-phone after it flopped comprehensively? If Qualcomm really wants the buyer of the handset division to pay a price that does not reflect the costs of totally revamping the whole division they will have to find a Korean fall guy. None of the major manufacturers needs to take this kind of financial risk. Ericsson and Motorola are already facing low handset margins - those will dip below zero if they pounce on this carcass. Nokia may need the production capacity - but they would only pay for the factory floorspace and trained employers. Tero

To: gdichaz who wrote (3689)	9/16/1999 9:45:00 AM
From: Mika Kukkanen	Read Replies (1) \| Respond to of 5390

Chaz, I think you have inadvertently answered your anguish over comments made. First, when asked a direct question Peter Bodor answered and it was not a case of rushing out there to splurt something out. Simple as that, really. Many reporters who are hot on the heels for a "quote", and I know some I can tell you, often have a condition called mis-hearing. It will come as no surprise that a comment as simple as 'not interested in their mobile handset business' can be misconstrued into 'not interested in the wireless business'. He only mentioned "mobile telephone business"...think you are reading something more in to that as I read it as the business of 'mobile telephones'. Also, i said there could be a lot of posturing going on as well. Remember the 3G wars? Wasn't that long ago and there was a lot of it (positioning statements, read -negotiating) going on. Mika