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To: Valueman who wrote (506)3/16/1998 9:37:00 PM
From: Diogeron  Respond to of 29987
 
Ericcson hasn't "missed the boat" on many things (at least in Europe and Asia) in the past few years. I'm curious as to what role, if any, you think they will play as the IRIDF, GSTRF, and LOR scenario plays itself out in the future.

BTW, ERICY is my biggest (and best to date) holding, and I own both IRIDF and LOR.



To: Valueman who wrote (506)3/17/1998 3:43:00 PM
From: dougjn  Respond to of 29987
 
My guess is that the market in Japan will not be for those who want to use the service in Japan. Rather it will be Japanese execs. buying for use in Southeast Asia.

G* should also have a substantial market there.

Doug