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

To: Justin Curran who wrote (2998)	3/24/1999 1:06:00 PM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 5390

GSM is dead guys, CDMA will rule just like predicted. It's over baby, only a matter of time. The question is how fast Nokia and ericy (assuming a q deal) can ramp up cdma infrastructure production to compete with LU and MOT. It's a done deal guys, better and cheaper has won. biz.yahoo.com biz.yahoo.com Caxton

To: Justin Curran who wrote (2998)	3/24/1999 5:08:00 PM
From: P2V	Read Replies (1) \| Respond to of 5390

Justin and All , Justin's points are well taken, and If I really believed that Ericsson was merely a handset manufacturer --- (as many who attempt to analyze the company do), I would be concerned. Since I know that Ericsson is a highly diversified company, which is: 1. undergoing some pretty painful restructuring, suffering from (and recovering from) some stupid past mistakes and attitudes, 2. about to benefit from a possible GSM-CDMA (CDMA Overlay) agreement, 3. continually executing a "String of Pearl" policy, 4. and making some very smart investments in startup companies, as well as supporting some high tech "contests" -- I'm not particularly worried. And I look forward to that $15 per share price. When It happens, I will load up several truckloads of Ericy stock. Best, Mardy.