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

To: Mika Kukkanen who wrote (4274)	8/31/2000 12:36:21 PM
From: elmatador	Respond to of 5390

Hi Mika! The world didn't stop. Billions have changed hands for UMTS and people start having some doubts if they ever build or where the money will come form to build, or if they will get a market for the wireless data. A side effect: Money has dried up for fixed line privatization in conutreis that plan to liberalize. Cesky Telecom is a case in point. We'll be wathcing this closely, wouldn't we? Siemens is hell bent on wireless and this should raise eye brows in Telefonplan and Kista: They tend always to start second but ending up first. I see if this is good for my investment in this new economy cum old econhomy monster so that I cash in on the listing of their shares in the US 2001. I will be around Mika.

To: Mika Kukkanen who wrote (4274)	8/31/2000 1:30:12 PM
From: gdichaz	Read Replies (1) \| Respond to of 5390

Mika: Since you have written about wireless in Asia and know it in Europe well, do you have any comments on the current status and/or future of wireless data on current as well as new spectrum? Any comments welcome. Best. Chaz

To: Mika Kukkanen who wrote (4274)	9/11/2000 8:42:52 AM
From: elmatador	Respond to of 5390

ERICSSON: SEEN TAKING GREATER FINANCIAL RISKS TO WIN ORDERS (Nyhetsbyrån Direkt) - Ericsson is expected, just like its competitors, to have to bide its time regarding payment for the construction of 3G networks until the networks in question have become operational, according to Bloomberg News on Friday. France Telecom and other European operators have already invested 80 billion dollars in licenses to build networks that will be approximately 40 times the speed of the present systems. The operators now want the suppliers to help shoulder the financial risks involved by holding off on payments until the new networks have started generating profits. "The terms regarding the 3G contracts are tough on the suppliers," Johan Carlstrom, analyst at Handelsbanken told Bloomberg News, adding that "there are four important criteria to land an order: guarantees that the system works, quick delivery, price and financing". Translating: The share of the market for UMTS infrastruture, is diretcly related to the depth of the vendors' pocket, right, Mika?

To: Mika Kukkanen who wrote (4274)	9/20/2000 8:00:59 AM
From: Mika Kukkanen	Read Replies (5) \| Respond to of 5390

R380s a BIG hit with journos over here. With the financial communities un-savoury bias to the consumer market, maybe they'll start taking stock (no pun intended..honest) in the new range of phones coming out. There was a big press event in London last Friday and many of my friends were there and they all got to take away an R380 to test. So far...everyone has been very impressed. So where's mine Ericsson? Jealous, M PS Sorry for not responding to earlier posts (Chaz & elmatador in particular). Head down and busy, started writing a fiction book, also about to move house (not sure to stay in country -UK- or not), dumped the girlfriend, got a new one, dumped by her (well she was only 22 and spoke Swedish as her native tongue!).....life a little topsey turvey at the mo.