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

To: DMaA who wrote (2530)	1/15/1999 8:58:00 AM
From: JDN	Read Replies (1) \| Respond to of 5390

Dear DMA: Well, they can have my shares right now for $50 a share!! JDN

To: DMaA who wrote (2530)	1/15/1999 11:03:00 AM
From: P2V	Read Replies (1) \| Respond to of 5390

DMA & All Re Mr. Gilder , I am personally amazed that someone so learned, would display such naivety when comes to a comparison of the two company's business models. One has only to log onto the ericsson site ericsson.com to view the many branches of the Ericsson entity. For instance take a gander at it's Internet Product Portfolio at ericsson.com From there, you may want to investigate how they are capitalizing on their large installed base of AXE equipment. Mika could tell us more about that, I'm sure. Ericsson is a giant octopus, and possibly QCOM has temporarily damaged one of its many branches, but that single branch will soon heal,or they will replace it with another bleeding edge technology branch -- that is why they are investing in new Startups, on both coasts of the United States. (Shrewd folks, those Scandinavians) QCOM is a fine company, but in my opinion, they have a limited product portfolio, based on one technology (CDMA), and they have been pi..ing away valuable resources by trying to compete in the cutthroat handset market. BTW the Ericsson handset branch is rapidly expanding, and preparing to once again suck up a major portion of that market. The average investor will get back into ERICY, only when they realize that Ericsson is once again a major force in the handset market. This of course, is my opinion, it's free, and guaranteed to be worth all that you pay for it. Best Regards, Mardy.