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

To: P2V who wrote (2761)	2/11/1999 11:48:00 AM
From: Mika Kukkanen	Respond to of 5390

Mardy: I forgot!!! I sent an APB email out to find out what was being discussed, but none of my contacts actually knew (and i WASN'T INVITED!!). One of my colleagues asked me to report back, but I said I would do it in the afternoon when they said more info will be available, so I better get on with it now! Will report back..... ....just checked and their is nothing new. Hope to get something before I leave in an hour or two.

To: P2V who wrote (2761)	2/11/1999 1:29:00 PM
From: Mika Kukkanen	Respond to of 5390

Q&As following the Analyst briefing: Can you tell us how the profitability of Public Networks is progressing? "The major markets for Public Networks were Asia and Latin America and recently there has been a virtual moratorium on purchasing in these markets. Now, however, Public Networks is playing a key role in efforts to merge the fixed and mobile systems into a common platform." How will Ericsson gain market credibility for its IP solutions? "IP is difficult for shareholders to understand. Many of the alliances entered into today are not concerned with Carrier Class Real Time IP. That market is not yet up and running. Ericsson has its own solutions." How will new operators - that is, those who do not already have an existing network for current mobile systems - act with respect to third generation mobile telephony? "The first phase of the third generation of mobile telephone systems will be partially based on GSM. Any entirely new operator will have to invest in the construction of a complete system. Operators who already have a network will have a huge advantage." What is happening in the terminals sector? "Mobile telephones and terminals currently account for 25 percent of sales. This is an important sector for Ericsson and it might increase. In addition, the capacity and intelligence of terminals is growing. Today, we're one of the three leading companies - we aim to become one of the top two." What is taking place on the PDA (Portable Data Appliances) front? "Ericsson has chosen to focus on a complete computer, a mobile companion (MC16). When the computer section of the market has expanded and become more important, Ericsson will have the products available." What is Ericsson's view of the alliances between Cisco & Motorola and BT and Microsoft? "The Cisco and Motorola alliance is about routing and IP solutions. Ericsson has its own solutions in this area. The aim of the cooperation between BT and Microsoft is to produce solutions to make it simpler for BT's customers to use the Net. Ericsson has, instead, chosen to cooperate in the Symbian partnership." Is the new organization in place and is it now fully operational? "It would be a lie to say that everything is in operation and functioning perfectly. But I do feel very comfortable. The organization exists and it is accepted. It takes longer than three months to change people's way of working, but we are headed in the right direction."