Breaking News from
by Jorgen Hjert
Ericsson 9-months report: Ericsson reports continued solid
performance with good operating margins (22,7%) and
gross margins of 47,1%. CEO Carl-Henric Svanberg stated that Telecom is a growing market, again!
Still the market reacted negative, the stock dropped, mainly due to a
“Book-to-Bill” ratio <1 and a comment from the CEO regarding an expected
moderate growth in 2005.
“Triple play”: Ericsson R&D to
put even more effort into internet technology addressing/enabling what Ericsson
calls “Triple Play” – the convergence of voice, data and entertainment –
providing convenience through converged services. Besides Ericsson several more
or less young IT-companies, spread over
HSDPA: Ericsson claims they are
first and in a leading position when it comes to HSDPA. Ongoing field trials
show download speed close to 5 Mbit/sec. Ericsson
commercial release second half of 2005.
EVDO 450: Ericsson has launched CDMA 2000
EVDO, for the old Scandinavian NMT 450 frequency bands. Field trials shows data
rates between 500 and 900 kbit/sec
! To be compared with 3G data rate of 384 kbit/sec.
Nokia & OBSAI
: Nokia
reprioritizes their R&D resources in OBSAI in favour
for HSDPA development. Sources say OBSAI development took/takes longer time
than anticipated.
Nota bene: Information above has
been derived from swedish
papers and magazines as well as from discussions from people in the business.