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

To: Mika Kukkanen who wrote (3229)	5/18/1999 11:35:00 PM
From: Rusty Johnson	Respond to of 5390

Rumored bid for 3Com is considered unlikely Parts of the company could attract suitors, many analysts believe BY MONUA JANAH Mercury News Staff Writer Takeover rumors continue to swirl about the fate of 3Com Corp., the Santa Clara-based maker of devices that connect computer networks, but analysts and people close to the company don't believe a sale is imminent. However, there are pieces of the company that would be a good fit for a wide range of companies -- including Ericsson of Sweden, the giant European telecommunications-equipment vendor, and chip maker Intel Corp. -- analysts believe. mercurycenter.com

To: Mika Kukkanen who wrote (3229)	5/22/1999 2:29:00 AM
From: elmatador	Respond to of 5390

Wireless can be made out of gelware, (FPGA and other flexible stuff)Wireline is made of hardware, (inflexible analog cards and inflexible software). Could you imagine a AXE switch being upgraded over the Internet? How about wireline makers trying to entice operators to invest in an upgrade to support 20 year old PABX functionality? These functionalities we take for granted in GSM. If you would be Ericsson you would be putting your money in gelware or in hardware? I think ERICY is putting their money in gelware. Does anybody think it is sensible to use 64 instead of 8Kbit/s to transmit voice? The PSTN is under attack by wireless and not by data. The telephones lines will be there but the minutes (traffic) will be over the air interface.