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

To: P2V who wrote (3006)	3/24/1999 6:31:00 PM
From: marginmike	Respond to of 5390

Marshall as you know I am a member of the Qcom Jihad. I however am also an investor. I find Ericcson to be an interesting stock right now. I think that when(not If)the Qcom deal is done, Ericcson will be sitting on several billion dollar contracts. That would include The Japenese, And Chinese and would eventially have a lead in Europe. Do not forget that infastructure is where the real money is. The hansets are nickel and dime in comparison. Frankly ericy should probabaly exit that business, It aint going to be such a great market when everyone jumps in. It only takes 1 huge contract from domoco to change things imidiatly. I have lost a chunck of change by buying to soon(two weeks ago) but bought leaps(very cheap) for January. I think it wont be quick but it will start moving in the right direction. Also do not forget that Ericy MGMT likes to manage expectations downward, and come in better then expected.