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

To: Jim Oravetz who wrote (4525)	2/15/2001 2:13:18 PM
From: Spartex	Read Replies (1) \| Respond to of 5390

Still, there are few mobile-phone makers with the global and technological reach to overtake Ericsson and break into the top three, said Bryan Prohm, a U.S.-based analyst with Dataquest. "It is hard to pin down which of the second-tier players will come through," he said. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ Stocks still eating through supply. Eventually it should pop through 10 on its way through the 50 dma just below 12. Hopefully we'll see continued progress on the restructuring front.

To: Jim Oravetz who wrote (4525)	2/16/2001 2:57:26 AM
From: elmatador	Respond to of 5390

NOK see licenses being awarded for GSM in Brazil and translated that in higher mobile sales. 2G GSM is obsolete. Vendors are trying hard to extend GSM footprint in developing countries. And they must do so, because GSM has reached saturation in the developed world. And terminals have to be sold per kilo now. It is pre-paid in developing countries that is bringing the bacon home right now. Terminals for those markets are really downmarket. There won't be much profit in these new markets.

To: Jim Oravetz who wrote (4525)	2/18/2001 10:12:42 AM
From: elmatador	Read Replies (1) \| Respond to of 5390

Here is how NT and LU will come back: They will sell to US RBOCS abroad now that they have stopped being forced to build to satisfy the FCC. Verizon is a case in point. Nortel and LU will grab 3G contracts in Europe, LU in Germany, NT in Portugal) to gain experience. Then they will port this experience back to their home turf. Not having mobile handset business is a great adavntage fot LU and NT. ERICY has the dead weight mobile handset as Siemens and NOK also do. Four you of the US side.Be very careful when analysing the Euro-wireless situation. See the money thrown down the drain with Iridium and Globalstar. This not to mention the ADSL capital destroyed by the CLEC's ADSL now dead.

To: Jim Oravetz who wrote (4525)	2/20/2001 3:56:34 AM
From: elmatador	Read Replies (1) \| Respond to of 5390

ERICSSON/NOKIA: FACE COMPETITION FR JAPAN IN EUROPE - FTI (News agency Direkt) -- Ericsson and Nokia face stiffer competition in Europe now that Japanese players aim to double production of mobile phones and grab market shares in the area, according to FinansTidningen Tuesday. Sharp said Monday that it plans to double mobile handset production for exports to Europe and the United States. Sanyo also announced Monday that it intends to increase production and exports of mobile phones. As for 3G, Toshiba has already stated plans to launch 3G phones in Europe next year and the biggest Japanese player, Matsushita, has declared a target to increase its global market share from 6 yo 10% up until 2003. However, Ericsson is not worried. "This is an issue that resurfaces all the time - `the Asian threat` and their big know-how of consumer products. We believe, since we know communciations from years back, that we will be able to keep our standing. Otherwise we wouldn`t be in this industry," said Ericsson spokesperson Mikael Westmark to FTi.