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

To: Mika Kukkanen who wrote (4512)	2/1/2001 11:38:43 AM
From: elmatador	Read Replies (1) \| Respond to of 5390

Reorganization time in ERICY!! So previsible, Mika!

To: Mika Kukkanen who wrote (4512)	2/2/2001 6:45:58 AM
From: elmatador	Respond to of 5390

ERICSSON: INTERESTED IN STAKE IN TURK TELEKOM - PAPER (News agency Direkt) -- Ericsson and the Chinese telecom company Zte are, together with nine other companies, interested in a 33.5% stake in Turk Telekom, Bloomberg News, citing newspaper Dunya, reported. Humn another piece of my jigsaw! I am holding to my nuggets guys! Playing very close to the chest!!!

To: Mika Kukkanen who wrote (4512)	2/8/2001 7:58:20 AM
From: elmatador	Read Replies (1) \| Respond to of 5390

Slimming Down the Fat Wireless Cow Copyright: Elmatador The short lived wireless bubble came to an end the wireless market is now being deflated. Why has it been inflated to those high levels? Start with the lobbyists. Every vendor has hired guns. These hired guns are recruited from telecoms bureaucracies all over the world. They can open doors. Negotiate backroom deals, keep the US lobby out, delivert White Papers to the right tables and such. In most cases, they had before ties with governments. You know, you get a former Permanent Secretary of the Ministry of Communications from an Asian country. A former Ministry of Communications of South America. A former University teacher from Western Europe, a former diplomat from Eastern Europe. Pretty soon you have a UN of elderly bureaucrats. Those guys went around selling the UMTS Gospel to the ears that they had, i.e., governments. Governments, being who they are, immediately asked: What is in it for us? The lobbyists said: "Relax, you can sell spectrum by the kilogram and raking in the a ton of cash". Hence the obscene prices paid in the first auctions. This whetted the appetite of wireless operators, which started eyeing the possibility of floating their wireless businesses. Well, if nothing (spectrum is nothing, have you seen GE paying for the spectrum they use for their x-ray machines?) can attract those billions imagine a real company! People would come with wheelbarrows with the cash to buy Orange. (I mean the operator, not the citrus). They set the prices on the ceiling. But the buyers are in the cellar. to be continued... Just not to say that I stopped placing my insights here:

To: Mika Kukkanen who wrote (4512)	2/13/2001 7:16:57 AM
From: elmatador	Read Replies (1) \| Respond to of 5390

The Panzers start rolling: Siemens awarded UMTS order from OniWay in Portugal The Portuguese mobile operator OniWay has chosen the Siemens Information and Communication Mobile Group (IC Mobile) as supplier for its UMTS/3G network. In agreement with a Letter of Intent signed in Lisbon, Siemens will set up the radio network for the OniWay third generation (3G) network. The customer OniWay is majority–owned by Oni, the telecoms segment of the Portuguese electricity group EDP, and Telenor, the leading Norwegian mobile operator and shareholder of a further 16 international mobile operators. The agreement with Siemens covers delivery and turnkey installation of a substancial number base stations (NodeB) and Radio Network Controllers (RNC) by the end of 2001. In a second step OniWay will choose the supplier for the Core Network and the Service Platforms as well as for the remaining NodeBs. The network will provide users of mobile devices, in addition to considerably higher data rates, with multimedia services at any time and anywhere. The bread crumbles are getting bigger, Mika!