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

To: Mika Kukkanen who wrote (2420)	12/14/1998 7:50:00 AM
From: badboy.com	Respond to of 5390

This is a first step forward. But still Ericsson is lacking a integrated concept for IP. On the other hand Nokia. They even don't have products or a concept at all. (Based on recent discussions with Nokia product managers)

To: Mika Kukkanen who wrote (2420)	12/14/1998 10:51:00 AM
From: P2V	Read Replies (1) \| Respond to of 5390

FOLLOW UP ON IP ---- Quote from Red Herring Article herring.com Addition and subtraction Ericsson is taking an even more radical departure from its past in the area of data and IP communications. In Ericsson's view, increased traffic on business networks and the Internet will only continue to siphon flow from traditional telecommunications channels. Because datacom networks are neither as reliable nor as real-time as telecom networks, however, Ericsson executive vice president Anders Igel predicts that datacom and telecom will eventually merge. He points out that these networks share many of the same requirements, like high availability, security, services, and network intelligence. The company is so convinced that the two will merge that it has combined its Microwave Systems, Components, Business Networks, and Public Telecommunications divisions into one unit called Infocom Systems. (In this process it also transferred or fired 5,000 people, setting off a minor controversy in left-leaning Sweden.) According to Mr. Igel, Ericsson has a strong opportunity to improve the access, network intelligence, and reliability of datacom and IP networks because of its large base of carriers. Ericsson plans to address this opportunity by adding IP functionality to its switches, so that, in Mr. Igel's words, data and IP traffic will run "on the side" of circuit-switched traffic in the switch. As one harbinger of the future, he points to a new Ericsson product called the Phone Doubler, which allows operators to layer a voice call on top of an Internet session and provide users with simultaneous voice and IP service on one line. Like many in the telecom industry, Mr. Igel predicts that ATM will play a major role in this shift, and Ericsson has been developing its own ATM systems. Nevertheless, he claims that these additions will not require any modifications of AXE, the company's 25-year-old wireless and wire-line network infrastructure product and one of the most important foundations of its success. Sniffing around startups,[ etc] Note: This article (Nov 1997) attracted me to Ericsson, in the first place. Mardy

To: Mika Kukkanen who wrote (2420)	12/14/1998 11:09:00 PM
From: sillen	Read Replies (2) \| Respond to of 5390

The great debate about mobile will continue, but remember that mobile handsets represented less than 25% of rev and mobile infrastructure also less than 25%, My point exactly for investing in Ericsson. Most people don't know it but Ericsson is a small Tellabs of the Scands. Handset sales and mobile infrastructure is icing on the cake; Ericsson's core business is solid...also don't forget that Ericsson's business is solid in the Chinese market. But Ericsson has work to do...they need to get their Infocom Systems division going and be on their toes in China. I also belive they need to short their products-to-market cycle in order to catch up with Nokia's momentum. Would I buy the stock at this level? Hmm...would probably wait a while...but not for long as it is a great long-term hold. Later Sillen