Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: P2V who wrote (1573)	5/9/1998 9:23:00 AM
From: tonto	Respond to of 5390

ERICY is so solid, it is difficult to add much or comment. I like that in a company.

To: P2V who wrote (1573)	5/9/1998 10:33:00 AM
From: Sawtooth	Respond to of 5390

Hi Marden: Yes, but I've become spoiled with your real-time Ericy news service! ; ) I'm very comfortable with my Ericy and looking forward to the split. Ericy is a money machine; not much point in getting frothed up about things like they do on so many of the other threads. And that's fine by me. Regards and Thanks for posting the items. ...Tim

To: P2V who wrote (1573)	5/9/1998 3:20:00 PM
From: High Plains Drifter	Respond to of 5390

Marden, Yes I am interested and have been trying to keep active posts on this thread. We appreciate all your informative posts but I can't comment on the technicals aspects as I never made to the electrical engineer stage. However its good to read about the technical progress in business applications and parternship arraignments Ericsson is involved in. To me this shows not only growth but global leadership. That is one of the reason I bought the stock. I noticed there is not much posting to the thread during the week. Have you a post split target price? Most of us are pretty optimistic however it hasn't been able to break the 55-56 resistance barrier. Roadmax

To: P2V who wrote (1573)	5/9/1998 6:34:00 PM
From: Leif V Singman	Read Replies (2) \| Respond to of 5390

Yes, I too am still interested in Ericsson but not as interested as I was before the 1st Q earnings came out. I have reduced my holdings from 75% to 30% of my portfolio since. I loaded up on Ericsson in the last three months in the belief that the company would beat First Call analyst's expectations as usual. The basis for my belief was that mainly positive news had come out from Ericsson Management which I trust. This time the earnings didn't beat expectations but the stock didn't take much of a drubbing either bolstering my belief that Ericsson is a very safe stock with a lot of upside and very little downside risk. What I find difficult to believe is that analysts expect earnings to grow at only 20% annually during the next five years, this of a company that has grown at better than 50% during the last five. 20% is a perfectly respectable number but still seems quite a come down from 50%. Then the trend of the currency exchange is favorable to Ericsson right now. In the last six weeks the exchange rate has gone from 8.00 SEK to the USD to 7.60. That's 5% which means that even if Ericsson's earnings are flat in SEK, they will still show a 5% increase in USD in the 2nd Q if the present exchange rate is maintained.

To: P2V who wrote (1573)	5/12/1998 10:27:00 AM
From: P2V	Read Replies (5) \| Respond to of 5390

TO ALL -- I'll not be able to post News Items, during June & July -- You may subscribe to Ericy's service, by using the link at the end of the following item. You may also subscribe to their magazines, "E. Review" and E. connexion" , on their Web Site. Note: When I subscribed, I just told them that I was an "Ericsson Stockholder, who was intensely interested in Ericsson's technologies" ((Wish I knew I could also get a hat ! :) )) Regards, Mardy ERICSSON RECEIVES MAJOR D-AMPS IS-136 ORDER FROM RUSSIA Ericsson has received a D-AMPS IS-136 order valued at USD 22 million (SEK 167 million) from the Russian wireless network operator, VimpelCom. This will allow VimpelCom to enhance network coverage and capacity in response to rapidly growing subscriber demand in the Moscow area and several adjacent regions. The decision by VimpelCom to expand digital D-AMPS services in Russia confirms the steady growth of D-AMPS IS-136 in Eastern Europe. There are currently 200,000 D-AMPS/AMPS mobile phone users throughout the region and growth has been 100 percent over the past year. VimpelCom, selling its services under the Bee-Line trademark, is the largest wireless operator in Russia and CIS, with more than 110,000 subscribers in its Moscow network. It was the first Russian company to be listed on the New York Stock Exchange in the United States. Ericsson equipment is in operation or on order in more than 50 regions of Russia. There are approximately 80 million subscribers using D-AMPS/AMPS networks worldwide. D-AMPS was the first technology to be commercially available as a dual-band (800/1900 MHz) and dual-mode (analog/digital) technology. Over 10 million subscribers are already using D-AMPS digital services. Ericsson's 100,000 employees are active in more than 130 countries. Their combined expertise in fixed and mobile networks, mobile phones and infocom systems makes Ericsson a world-leading supplier in telecommunications. FOR FURTHER INFORMATION, PLEASE CONTACT Dominique Jodoin, Vice President, Sales & Market Operations, Ericsson Radio Systems, Cellular Systems - American Standards Tel. +46 8 757 2311 Eric Franke, Vice President, Ericsson Corporatia AO Tel. +7 095 247 62 11 Valery Goldin, Vice-President, AO VimpelCom Tel. +7 095 974 5888 Johan Wiklund, Press Relations Manager, Ericsson Business Area Mobile Systems Tel. +46 70 560 0134, +46 8 404 2225 ---------------------------------------------------------------- CHANGES TO YOUR SUBSCRIPTION? Cancel your subscription, or have this newsletter delivered to a different E-mail address? If so, just point your web browser at ericsson.se for more details.