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

To: Jim Oravetz who wrote (4167)	7/2/2000 8:37:23 AM
From: Diogeron	Respond to of 5390

John Dessauer, editor of Investor's World, says there is a major WS firm just upgraded ERICY to a buy with a $27 target. Anyone know who it is?

To: Jim Oravetz who wrote (4167)	7/3/2000 7:12:17 AM
From: Mika Kukkanen	Read Replies (2) \| Respond to of 5390

WAP success in UK The Times today, I think: p30 - Phone.com, the telecoms software company, said that Britons with WAP phones were on average calling up 40 pages of news and other information daily. The company said the information was gathered by monitoring the Internet traffic travelling over the infrastructure that it supplies to mobile phone operators. My comment, this is not to say that many sites are badly written and that is true. These sites are the ones causing the most bad user experiences. Too many too quick...

To: Jim Oravetz who wrote (4167)	7/6/2000 12:52:36 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 5390

European Telecoms Now a Buy By Chris Wickham 07/05/2000 ...Support for Equipment Makers, Too Among the handset makers, analyst support for both Nokia and Ericsson is strong, with "buy" recommendations from 26 and 25 brokers, respectively, and "sell" advice from none. But analysts still tend to favor Nokia over Ericsson. The Finnish group's shares have risen six-fold in the last two years, during which the company has overtaken Motorola to become the world's biggest maker of mobile handsets. Nokia's market share last year of just below 30% was almost double that of Motorola and Ericsson combined. But what sets Nokia apart from its competitors are its margins. In the first quarter of this year, Nokia's margin on handsets was 24% compared with 1.5% at Motorola and 3% at Ericsson. Despite predictions that handsets would increasingly become a commodity business, analysts say the Finnish company has maintained a stronger brand than its rivals, which has helped it sell higher-margin phones more successfully. worldlyinvestor.com Jim