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

To: P2V who wrote (1672)	5/28/1998 12:19:00 PM
From: Sawtooth	Respond to of 5390

Mardy: I haven't followed the networkers as much as I should since I started focusing more on telecommunications and satellite services. I saw the story but made a mental note to read it later today. In general, if I could only put all of my money in one stock, I would seriously consider Lucent. I have the highest regard for companies like Ericsson, and think CSCO and ASND have some excellent core networking products. What I like about Lucent is they cover the "spectrum" of networking, telecommunications, bandwidth enhancement, optical, ..... . Not to say they don't have a few holes in their coverage but, if they feel any concern about this, they own the premiere technology R&D facility (Bell Labs), and will very soon (Oct.) be able to acquire niche companies using the pooling of interests method instead of only cash. They seem to be knocking off huge contracts just like Ericy, and people seem to love to do business with them. Again, I'll take a closer look at the article you reference. LU and Ericy are in my "forever" portfolio; subject to periodic reevaluation, of course. ; ) Regards.

To: P2V who wrote (1672)	5/28/1998 12:26:00 PM
From: Sawtooth	Read Replies (2) \| Respond to of 5390

Mardy: Don't know if you saw this McGinn interview re: the LU/CSCO/ASND article you referenced. Message 4624393 The short answer from me to your question about "what I think about it" is answered by McGinn in this interview. I think McGinn lays it out realistically and directly. Regards.

To: P2V who wrote (1672)	5/28/1998 2:51:00 PM
From: P2V	Respond to of 5390

ERICSSON SIGNS MUSD 210 AGREEMENT WITH ROGERS CANTEL IN CANADA Ericsson and Rogers Cantel Inc. have announced a new three-year master purchase agreement with an estimated value of USD 210 million (SEK 1,600 million) over a three year period. Within the agreement Ericsson will continue to be the principle vendor of D-AMPS IS-136 wireless network infrastructure and services to Rogers Cantel in Canada. Under the terms of the agreement it could also be extended annually for up to two additional years. "The history of success between Rogers Cantel and Ericsson goes back to 1985," says Charles Hoffman, President and CEO of Rogers Cantel. "As we move forward with our Digital PCS network, we will provide an increasing number of services and products to our customers, and Ericsson software and hardware will be integral to our success." "We are very pleased to have renewed our agreement with Rogers Cantel," says Brian Barry, President & CEO of Ericsson Communications Inc. "We view Rogers Cantel as a key strategic partner, not only for Ericsson in Canada, but for Ericsson worldwide." 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 11 million subscribers are already using D-AMPS digital services. Rogers Cantel Mobile Communications Inc., an 81 percent owned subsidiary of Rogers Communications Inc., owns and operates Canada's largest wireless company. Cantel offers a full range of wireless communication services including voice, data and paging under the co-brand Cantel(R) AT&T (TM). Ericsson Communications Inc. is Ericsson's operating company in Canada. It has an R&D center in Montreal with the worldwide responsibility for software development for the wireless standard D-AMPS/AMPS. Ericsson employs 1,400 people across Canada, with offices in Montreal, Mississauga, Burnaby, Ottawa, Calgary, Fort McMurray and Waterloo. 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 Heather Armstrong, Director, Corporate Communications, Rogers Cantel Inc. Tel. +1 416 935 6379 Cathy Stewart-Beaulieu, Manager, Corporate Marketing, Communications, Ericsson Communications Canada Tel. +1 905 629 6824 Dominique Jodoin, Vice President Sales & Market Operations, Ericsson Radio Systems, Cellular Systems - American Standards Tel. +46 8 757 2311 Johan Wiklund, Press Relations Manager, Ericsson Business Area Mobile Systems Tel. +46 70 560 0134 (R)Rogers Cantel Inc. (TM) AT&T Corp. Used under License. ---------------------------------------------------------------- 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.

To: P2V who wrote (1672)	5/28/1998 2:54:00 PM
From: P2V	Respond to of 5390

ERICSSON MAKES AXE BREAKTHROUGH IN IRAN Ericsson has been awarded its first AXE contract in Iran valued at approximately USD 45 million (SEK 346 million). The equipment, bought by TCI (Telecommunications Company of Iran), will be installed in Teheran during 1998-1999. In addition to AXE, the contract includes training, transfer of technology, repair center as well as a support center. "A large demand for telephony services, large natural resources like oil, natural gas and minerals, and an opening economic climate are factors that all contribute to making Iran a very important market to establish Ericsson in," says Mr. Ulf Avrin, Director Market Unit Middle East, Public Networks, Ericsson Infocom Systems. Telefonaktiebolaget LM Ericsson has been established in Iran since 1992. Today, Ericsson has 45 employees in Teheran. Ericsson's AXE provides an open architecture that supports all fixed and wireless telecoms, datacoms and interactive services. AXE is the most widely-deployed switching system in the world, supporting well above 120 million users of fixed network services in more than 120 countries. The system is also supporting well above 60 million users of wireless network services in more than 90 countries worldwide. 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 Ulf Avrin, Director Market Unit Middle East, Business Unit Public Networks, Ericsson Infocom Systems, Tel. +46 8 719 11 20 or +46 70 519 11 20 E-mail: ulf.avrin(a)etx.ericsson.se Pernilla Melander, Press Relations Manager, Business Unit Public Networks, Ericsson Infocom Systems, Tel. +46 8 719 11 20 or +46 70 327 6434 E-mail: pernilla.melander(a)etx.ericsson.se ---------------------------------------------------------------- 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.