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 : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: tero kuittinen who wrote (2848)	11/28/1999 7:17:00 AM
From: elmatador	Respond to of 34857

The market fo big ATM machines: Summary: Given the prevailing growth rate in wireless, in three years it will reach saturation (in Europe). Since it is less costly -and wireless is subject to less regulations- to operate a wireless network, wireless networks will cannibalize the fixed lines business. The minutes running over fixed will be ported to wireless networks. Fixed line operators will have to sell higher value services over their networks or go out of business. Since these operators have the universal service obligation, they will be forced to port their wired users -which generate less revenue- to the wireless networks they own. The fixed operators will have, then, to concentrate in their business of offering higher value added services over fixed infrastructure. This will offer a very big opportunity for the access segment ADSL and require those big ATM swicthes NN makes. Scenario: CSCO will be squeezed out of the core and will be playing in the edge. Good for CSCO. Very big business here: Cerent and Monterey will coming very handy on the metro loops which will require somehting more than SONET/SDH. LU, NT, ERICY, Siemens/NN will capitalize on the fixed operators turned into data carriers. Helping them cut the costs of operating their cct switch machines. The money will come from IN and Telecom Management. ALA will be a access specialist, a kind of AFCI on steroids. Nok AND MOT will be wireless specialists.

To: tero kuittinen who wrote (2848)	11/28/1999 11:37:00 AM
From: Puck	Respond to of 34857

Tero, what do you think the possibilities are for and Ericsson/Cisco alliance, as has been discussed openly by Cisco executives in the press this weekend?

To: tero kuittinen who wrote (2848)	11/29/1999 5:14:00 PM
From: Mats Ericsson	Read Replies (3) \| Respond to of 34857

Sampo-ryhmä on avattu. Etsin suomalaisia keskustelijoita. Puhumaan rehellisesti firmoista. Suomeksi. Meno on härkäistä, matkalla ylös, ja kaukaa näkee tarkemmin? Jos Sinulle Tero on kertynyt muiden suomalaisten nimi-linkkejä, voisitko postittaa niitä sinne, niin voin lähettää henk.koht kutsuja heille. Olen tehnyt tätä 5 vuotta ja aion tehdä vielä hieman lisää. Älä tappale mikrosoftia vastaan enää, ne tekevät sen jo itse. Lue uusi Fortune. Ps. mainitsemasi ex. 'technorja' oli jo listallani - mielenkiintoinen kohde! Sampo-group is open. Sampo is the mythological wealth-mill in finnish 'Kalevala' -saga. I'm searchin finnish-speaking people, because my english is torrible. We will speak, not weather, but stocks. I'm asking Tero to send more finnish peoples url's. Fortune has an article on coming split of MSFT and implications. Technorge looks very promising. techstocks.com