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To: pat mudge who wrote (703)3/12/2001 10:02:10 PM
From: zbyslaw owczarczyk  Read Replies (1) | Respond to of 3294
 
Ericsson said(not media translation)
“Ericsson said orders as a whole remain
strong, but it is just seeing a push out in
most mobile system shipments due to
economic uncertainty as well as slower
subscriber growth in the U.S. as
subsidies have been cut," Ahmad added.
"Fewer subscribers means lower phone
use, which translates into slower
systems build-out, which is what we are
seeing in the U.S."


Chief Executive Kurt Hellstrom sought to play up the prospects of the firm's infrastructure unit,
which is the world's largest supplier of cellular systems.”
cnnfn.cnn.com

madia translated Ericsson miss as and indication of global
slowdawn, despite statement during CC that only US was week

Zbyslaw



To: pat mudge who wrote (703)3/13/2001 11:32:55 AM
From: riposte  Read Replies (1) | Respond to of 3294
 
Bandwidth failures

Hi Pat -

I've been keeping a low profile the last few weeks...it's nice to not have to care anymore, at least for myself. ;-))

There was something in the news recently, and I personally thought it was boderline huge, but I haven't seen a single post about it on the threads I monitor.

I'm referring to SBC's DSL rate hike, from $39.95 to 49.95. I've read in several places over the past couple of years that selling DSL for $40/month is not profitable. If SBC, et al, are able to increase the monthly fee, and make it stick without losing customers, this will bode well for the telecom sector, since it'll be profitable for them to invest (truely "invest" rather than "speculate") in more gear.

It'll be interesting (it always is!)

:-))
Steve