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

To: A.L. Reagan who wrote (4443)1/6/2001 4:00:42 AM
From: elmatador  Respond to of 5390
 
Precisely! ERICY pumped up its handset division with marketing hoopla to increase its visibility. But what really kept bringing home the bacon was INFRASTRUCTURE! Had ERICY said that infrastructure was the meat, its customers immediately would started asking for discounts in Base Terminal Stations and Base Station Controllers and Mobile Switching Centers.

Now the dead weight handset division has to be jettisoned. Until they find a way to sell out the stock stay at the bottom.



To: A.L. Reagan who wrote (4443)1/6/2001 1:30:53 PM
From: Tom Wilkes  Read Replies (2) | Respond to of 5390
 
Perhaps, but the handset division is less than 20% of the company. And, if one believes there will be resolution to the handset division . . . and there are signs of it happening . . . then isn't the stock a steal at these prices? Even if it moves just $3 or $4 that would be a significant move. I am optimistic about 2001.


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