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

To: Mika Kukkanen who wrote (3722)	10/1/1999 12:07:00 AM
From: Thomas A Watson	Read Replies (1) \| Respond to of 5390

Good day to all, I just started to track ericsson and will attempt to contribute useful info as I find it. So a couple things led me to ericy. I know Linux and wide range of related technology. But I'm a techno child in the world of ericy technology. But anyway. I was looking at the applix web site looking at what shows they would be at so maybe I could go and learn more about me favorite stock's company. But I already made lots O bucks on applix and I'm always looking to find technology that I think I understand specifically for the companies who are going to profit. Now as I followed a link from applix to an IT show in florida I also found this link. Bluetooth: The Missing Link in Mobile E-Commerce? gartner6.gartnerweb.com Now earlier this week a long term engineering colleague and friend called as asked my about how to invest his money. I hemmed and hawed and explained how I first found a compamy I knew as an engineer and then evaluated the companies market position and then the used TA to pick a buy in if I felt comfortable. So I asked him about what he as a practicing design engineer felt were good companies. Well he mentioned bluetooth and then went through all the companies that would benefit and of these he mentioned ericy. Now I started doing on all mentioned the I-watch and the particular action on ericy thomsoninvest.net you plug in ericy and it show who's buying note: currently all the super buy blue triangle no longer show on the chart for today's action. ericy looks extremely interesting. Anyway my friend Mr K may know 10 times more about rf design and analog wireless than I do about Linux. I take this dudes analysis on technology as 100% on. watman.com just another photo essay of 200 plus photos about sailboats and such. Oh Yeah, some of the linux stuff I do. watman.com Tom Watson tosiwmee

To: Mika Kukkanen who wrote (3722)	10/5/1999 3:41:00 AM
From: elmatador	Respond to of 5390

Cisco's president advises Ericsson to step up the pace Finanstidningen, 1999-10-02 In the latest edition of Kapital, John Chambers, president of Cisco, gives his view of what Ericsson should do better. He thinks that Ericsson must implement changes faster otherwise it risks falling behind. Chambers compares Ericsson with Alcatel, a vertical company. Vertical companies develop products, acts as consultants, manage system integration, creates applications etc. These companies are always beaten by horizontal companies, i.e companies that are the best in the business. Chambers thinks that Ericsson should do what Motorola did. Motorola had to struggle to survive the technology shift and president Chris Galvin realised that he had to make rapid changes. Mr Chambers finally emphasises the importance of listening to customers. He himself spends half his working days with customers.