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

To: gdichaz who wrote (3296)	6/2/1999 12:22:00 PM
From: tero kuittinen	Read Replies (1) \| Respond to of 5390

I think there is plenty of dazed CDMA euphoria at SI - what's lacking is any sense of balance. You think that my contribution is going to drive many depressed Americans into recklessly dumping their CDMA-heavy portfolios? Thanks for a novel daydream. What I'm seeing is many individual investors concentrating 100% of their telecom holdings in CDMA-slanted companies. This is a huge risk - if you look at the kind of QCOM/GSTRF/PCS-type portfolios many people are hyping you see what I mean. No individual can even chip at the damage caused by the US news and internet coverage intent on highlighting CDMA and ignoring GSM. This has totally distorted the view many small investors have of mobile telecom markets. A case in point: you just wrote that Brazil is "switching into CDMA" and breezily ignored the hot TDMA growth in this market. Just like people are routinely stating that Australia, China and Russia are "switching into CDMA" whereas in reality GSM is utterly dominant there. It is these misconceptions that have turned certain companies into buying opportunities. How many SI readers realized that TDMA gained significant market share in 1998 mobile network sales and CDMA lost substantially before the Merrill Lynch report came out? Tero