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

To: elmatador who wrote (2539)	1/15/1999 2:40:00 PM
From: DMaA	Read Replies (1) \| Respond to of 5390

Welcome el. May I ask where your telcom $s are allocated?

To: elmatador who wrote (2539)	1/15/1999 4:48:00 PM
From: JDN	Respond to of 5390

Senor, el Matador: You can call yourselve ANYTHING you like so long as ERICY goes UP. Keep on educating us. JDN

To: elmatador who wrote (2539)	1/15/1999 8:55:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 5390

ElMatador - . If I call from my mobile to China, the call goes a couple of KM over the air interface and from the Base Station is plain old telephony all the way. To call that a wireless call, it would be the same if I would fly to China and just because I took a taxi to the airport I start saying I went to China by road. Hey, now that's interesting logic. You're saying that the people who make the most money will be those who transmit the data the furthest? The problem is that as a metric it doesn't work. If it did the Satellite manufacturers would be rich. If it did there wouldn't be all the fuss in the US over the monopoly in the last mile as AT&T tries to get into local service - it's expensive to build out that last mile. Certainly there is money to be made in supplying the POTS backbone, but there is easily as much money to be made in supplying the last mile. Just for illustration - what is the average usage rate of your phone? Three percent? What is the average usage rate of the average network center? 30 percent? So the cell phone manufacturer gets to sell 10 times as much hardware and it is more expensive hardware on a per-Erlang basis. I'll admit this is mitigated to some degree by the fact that there are maybe 4 or 5 switching centers needed per call, but it gets across the point that in fact the handsets in particular and the last mile in general is important. I'd be curious to see actual data for service providers cost for backbone (POTS) vs last mile (handset, BSC, MSC), but I'd be surprised if the backbone was vastly larger. Clark