SI
SI
discoversearch

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 : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: gdichaz who wrote (7443)3/13/2000 9:38:00 AM
From: Jeff Vayda  Read Replies (1) | Respond to of 13582
 
Chaz: Very perceptive of you:

Actually Ericsson is so poorly managed that even MOT, which has a long record of shooting itself in the foot, looks relatively better in comparison.

Funny, MOT produces fine handsets/products which fall flat. (Iriduim and CDMA phones) Ericy fails to even produce handsets/products. (CDMA phones and G* phones)

They both rely on the strength of their infrastructure business keeps their stock prices going up.

They both parade CDMA as why they are going to do well in the future.

Nice to own the Q. :-)

I try not to think about the future too much - the profits I calculate are so large, my engineer brain has a hard time believing I haven't screwed up the math!

Jeff Vayda