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

To: Mika Kukkanen who wrote (4825)	9/17/2001 12:58:11 PM
From: Eric L	Read Replies (2) \| Respond to of 5390

Mika, << Nokia up nearly 15% and Ericsson down 6%....anyone able to pin point what misinformation they are dealing with now? >> I think that the Nokia surge is primarily due to a relatively positive (tragically postponed) reaction to Nokia's report of last week relative to their being on track to reach third quarter profit guidance despite lower sales. ERICY probably just trending with the NAZ. It will probably even out somewhat over the course of this week. I don't suspect much of any volume out of Nokia in the 8310 this quarter, but if they fail to get any out the door, I suspect they will get hammered again. From the wires: >> Market Report -- In Play (NOK) September 17, 2001 09:44:00 AM ET Briefing.com Nokia (NOK) 14.05 +1.10 (+8.00%): Shares of cell phone maker among the few to take off at the start of trading. In addition to the repercussions of last week, company had issued guidance which had been positively perceived last Tuesday morning. Also: CNBC Market Dispatches 09/17/01 11:44 AM ET One positive: techs and the telecom sectors were looking stronger, with Nokia (NOK) up 13% amid hopes that corporations would be forced to raise spending and reports of a big increase in phone usage since the terror attacks. << - Eric -

To: Mika Kukkanen who wrote (4825)	9/25/2001 9:12:42 AM
From: Eric L	Read Replies (1) \| Respond to of 5390

re: New Ericsson Phones - R600 GPRS (900/1800) & Tri-Mode T66 Pictures here: cellular-news.com >> R600 - GPRS - GSM900/1800 - WAP - EMS - Variable backlight UK Cellular News September 25, 2001 Ericsson also announced the new R600. The R600 will be available on selected GSM 900/1800 markets in the fourth quarter, 2001, and on all GSM 900/1800 markets in first quarter, 2002. The R600 comes in two fresh colors, Luminous Champagne and Ice Blue. The large 5-row gray-scale display is perfect for messaging and with Enhanced Messaging Service (EMS), the user can send and receive fun and creative messages on the spot. The phone comes with a wide range of pictures, animations and sound effects from the start, and new ones can easily be added. The R600 also has mobile chat, which is an SMS based service that lets the user have a chat session similar to a chat on the Internet. GPRS is included, and supports speeds of up to 43.2 kbps. The R600 can be personalized in several ways. The display color can be set to green, red or orange and be used both as a constant background display color and for identifying a caller. Link a color to a contact in the phone book and you get a colorful hint on who is calling. The R600 has a basic calendar with day, week and month views and reminders when something is due. The phone book lets you store up to 200 contacts and the shortcut function in standby gives users quick access to any contact in the phone book. Also the R600 has four games, Erix, Catcher, Pathy and Ripple. T66 - Triband - WAP - EMS - Calendar Ericsson has revealed the T66 - its smallest and lightest mobile phone to date. T66 comes in two colors, Silver Supreme and Purple Passion and will be available in the fourth quarter, 2001. At roughly the same length and width as a credit card, T66 is extremely small. It weighs only 59 grams and its streamlined design includes a built-in antenna. The T66 has a standby time up to 150 hours and is compatible with GSM900/1800/1900. The T66 includes Enhanced Messaging Service (EMS), a chat function, and WAP (plus WTLS) . The phone comes complete with a wide range of pre-installed pictures and melody options. Users can store downloaded pictures and melodies from the internet. T66 has a highly useful calendar that makes it possible to store details about appointments, dates and tasks in the phone. T66 will also provide a reminder for important dates and deadlines.<< - Eric -

To: Mika Kukkanen who wrote (4825)	9/29/2001 11:14:28 AM
From: Eric L	Read Replies (1) \| Respond to of 5390

re: Good webcast on handsets from Ericsson "The way forward for Mobile Devices" ... with Q&A Ericsson Strategy & Technology Summit, London, 4th September, 2001 ericsson.com Worth a listen Some quick notes * 4 GPRS models by end of year * T68 tri-band high end with color display due Fourth Quarter - Matt Hoffman question on volume - "we'll produce what we can" * Handset market 400 to 440 units this year * Cutbacks * Manufacturing outsourcing (Flextronics) * T39 launched first in sweden - then across Europe - Replacement close to 50% of sales up from 40% a year ago. * Back to profit program still looking for profitability - maybe 2H01 * Bluetooth licensing going well * Sony Ericsson Mobile Communications JV launching OCT 1 - Goal to become number 1 by 2005 in 3G multimedia - Joint products in 2002 - Portfolio owned by the JV - Sony products - Ericsson products - new JV brand - M2M modules part of JV - Machine to Machine market small now but exploding * ASIC design group a separate group since September 1 - GSM more of a commodity and not so difficult - GPRS tougher - 3G tougher yet * Machine to Machine market small now but exploding - modules part of JV * T60 TDMA for the Americas Q4 * T60c 1xRTT tri-mode (first of both for Ericsson) for the Americas O4(?) * SmartBack accessories - built in hands free roll up cord * T65 dual-band (for Europe) next GPRS phone - one button internet access like imode - EMS - in shops October - no mention of dual-band (800/1900) for Americas (some indicators of this elsewhere). * GPRS unit shipments this year (Ray LeMaitre of TT) - "Other suppliers coming out with more models than us - right now us and Motorola" (hmm, what about Siemens) * T65/T68 Pricing v. competition - T65 mid-range pricing about like T39 * P Channel functionality (40 minutes into webcast) - we have it in our phones in our systems - IoT needed - one of key players in IOT testing - for use or performance not an issue - not a real detailed response * Prepaid by the packet (value in real time) & roaming & Symbian questions - Roaming - good news is global operators offerings being aligned across borders then global - JV will work with Symbian but ownership remains with Ericsson * Smartphones - EPOC and Symbian v. Microsoft - We are committed to Symbian - Relationships (Sony and Ericsson) with Microsoft - Eric -

To: Mika Kukkanen who wrote (4825)	10/1/2001 9:52:02 AM
From: Eric L	Respond to of 5390

re: A VC on UK 3G Bankruptcy Potential >> Two UK 3G Operators "destined for bankruptcy" Marc van Impe Nordic WirelessWatch October 01, 2001 Mobile commerce hasn't lived up to the hype, and two of the UK's 3G licence holders could go bust by 2004 because of the slow growth of m-commerce. The grim prediction was made last week by the keynote speaker at London's Mobile Commerce World Europe, Ken Blakeslee, senior executive at Wireless Works, a venture capital group. Blakeslee fears that the slow growth in the popularity of m-commerce revenues will be fatal for some operators, some of whom have spent tens of billions of pounds winning licences to roll out next-generation mobile services. "Some network operators paid dearly for their 3G licences. I think as many as two of them could be bankrupt by 2004, just in time for the other 3G operators to buy up their licences," Blakeslee said according to ZDNet. Blakeslee would not say which of the UK's five operators he thought were most likely to fail, but hinted that Hutchison 3G, which owns a British 3G licence but does not already operate a GSM network in the UK, could be at the greatest risk. "It looks like some of the new operators have the ability to succeed, but it's unclear whether they will manage to achieve the subscriber numbers they will need to survive". Despite predictions of doom, Blakeslee believes there is still venture capital for m-commerce companies. "Companies with long-term strategies and short-term revenues exist now, so there are great opportunities to invest out there," he said. However, Blakeslee cautioned that a good understanding of both the technologies involved and the turbulent stock market would be needed. The UK's 3G auction raised over GBP 22bn -- much more than expected. At the time, the mobile industry believed there were massive amounts of money to be made from offering compelling goods and services to mobile phone users. Since then, the failure of WAP, the slump in the technology sector, and fears that 3G networks and handsets could only arrive years later than expected have led to fears that mobile telecoms firms have spent much too much money on 3G licences, with potentially crippling consequences. << - Eric -