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To: quidditch who wrote (5492)	1/20/2000 11:48:00 PM
From: Ruffian	Read Replies (2) \| Respond to of 13582

Any Comments On This "Rumor"? Subject: RUMOUR! Ericsson and Nokia merger?! Date: 1/20/00 8:27 PM Author: stiank Number: 446 of 447 Hi everyone. Take this for what it is, but Swedish chat pages are tonight (as in tonight Swedish time, real late Eastern) speculating that an upcoming merger of Ericsson and Nokia is close. To be announced Saturday. I can not get this verfied, but here are my views: Ericsson is now extremely well positioned for 3G, mobile IP, WAP, 2G->3G migration in all standards. GSM, cdmaOne, TDMA, GPRS, EDGE, W-CDMA and cdma2000 (plus of course PDC, GSM400 etc). There are backbone routers, servers, gateways etc etc making up the next generation networks. Great stuff. Less strategic entities has been sold off. Expect more of those soon (let me guess next one to go is Cables). As for Nokia they han an incredibly strong consumer brand, but not at all the same footprint, experience or width as Ericsson on the systems side. The two companies would now be a great match to leverage Ericsson's systems experience and Nokia's terminal/handset business. A lot of R&D savings! And more focus! Anyway both companies agree on how the industry will move ahead! Ericsson's stock price the last few months migh reflect that something BIG is on it's way. Anyway, in a few years, will we see THAT many actors in this business as we have today? I don't think so. I think the "clan" of owners in Sweden are now realized how the consolidation game is going. They have already moved aggresively in other areas: banking/finance (SEB buying a German bank, Enskilda merging with Orkla Securities of Norway, aggresive Internet startup ventures etc etc). What I'm saying is that they are waking up.. They through out Sven-Christer Nilsson. I think that's our wake-up call that the bears are awake. I am sure they will work for Ericsson to be even stronger in The New Telecoms World. Well. Enough said. I think we've got something here. The valuation of the companies at this point makes it even a more viable issue I find. Please comment. Regards, Fool stiank