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

To: P2V who wrote (2038)	9/22/1998 8:10:00 AM
From: Marc L. Greenberg	Read Replies (1) \| Respond to of 5390

This item may be of interest to those who are tracking China's growth as a factor in Ericsson's future. It is open to the public (RSVP info below). -Marc ------------------ Date sent: Mon, 21 Sep 1998 19:44:34 -0400 From: amhvid@irex.org Subject: [IREX] Discussion on China's Evolving Telecommunications Market To: irex-l@info.irex.org IREX and CSIS's International Communications Studies Program Invite you to An Afternoon of Discussion and Dialogue on: China's Evolving Telecommunications Market China's information and telecommunications industry lies at the heart of its effort to modernize and reform. Development to date is impressive. Despite an economic downturn, this sector of the Chinese economy remains positive, growing 20 percent faster than the national economy as a whole. However, for growth to persist, China will need a continued high level of international investment and technology transfer. Will American and other foreign companies stay the course in the face of closed markets, restrictions, and a lack of clarity in government structure and policy? What are the prospects for change? Can the coming together of technologies make a compelling case for China to completely open its telecom market? Join with us to examine the promise and challenges of China's evolving telecommunications market. Moderator: William Garrison, Director, International Communications Studies Program, Center for Strategic & International Studies Speakers: Li Xiaodong, IREX/CSIS Resident Scholar "A Chinese Perspective on China's Telecom Market" Lyric Hughes, President, ChinaOnline "Leapfrogging Technologies: Prospects for Creating Convergence in China" Peter LaMontagne, President, Pharos International "Government Restructuring: Prospects for Telecom in This New Environment" Commentators: Erik Bohlin, Institute for Prospective Technological Studies, Spain Elizabeth Echols, Senior Advisor to the Assistant Secretary, National Telecommunications and Information Administration Monday, September 28 2:00 - 4:30 pm Location: IREX, International Research & Exchanges Board First Floor Conference Room 1616 H Street, NW Washington, DC 20006 Please RSVP Phone (202) 942-2173, FAX (202)-942-2158 E-mail: mkivlehan@irex.org Open to the public, please post and circulate. ______________________________________ Anne Marie Hvid Editor, Electronic Publishing Communications Division IREX International Research & Exchanges Board 1616 H Street, NW Washington, DC 20006 Tel: (202) 942-2171 Fax: (202) 628-8189 Web: www.irex.org _______________________________________

To: P2V who wrote (2038)	9/22/1998 8:35:00 AM
From: P2V	Read Replies (3) \| Respond to of 5390

21 Sep 1998 Quotes from OsakeTieto: ((Note that they hold both Nokia and Ericsson, in their Model Portfolio )) "We are restating our strong buy recommendations for both Nordic cellular companies, with Nokia as the first priority. As a 12-month play Ericsson stock could be even bigger gainer, but short-term its bigger Latin America and Asian exposures make the stock very vulnerable to the possible further softening of respective economies, currencies and stock markets." "Asia's share of Ericsson sales is about 50% bigger than Nokia's (36/23% in 1997). Ericsson has clearly bigger short-term risk as the Infocom unit has many of the old big players as its customer as Alcatel. Nokia has the luxury of being focused more on the new players of operator arena than the old telecoms (Deutsche, France and Spain) which are burdens of ALA and ERICY. Alcatel stated in the interim report that for eg. Deutsche Telecom and Telefonica Espana have decreased their investments due to tough competition by new operators. Still, we maintain our 12 month 1/H recommendation. "