Telefonaktiebolaget LM Ericsson (ADR) (NASDAQ:ERIC)

This is a very strong company, offering a wide variety of necessary services to wireless carriers around the world. It is not too late to jump in on the telecommunications boom. This company offers desperately needed backhaul services to wireless providers who rely on them. The growth of mobile internet usage is growing at a rapid pace, putting Ericsson at the top of the list to make money off of this!

provides equipment and services to all competitors

When HD voice truly takes off these guys have 60% of the market...the sprint acquisition by Softbank is just the beginning

The carriers were very fearful of investing in Q42011, but carriers are going to be forced to invest in order to increase ARPU. The entire value chain starts with the capabilities of Ericsson to enable companies to compete. Ericsson just needs to be a little less Swedish and not allow their sales people to undervalue the core capabilities of Ericsson to deliver that core advantage.

Well placed to deal with international expansion of telecommunication systems

Chinese ZTE and Huawei will competite heavily win market share with much lower pricing.

ERIC either looses market share or profit.

This will happen very slowly as operators switch vendors very rarely.

Ericsson has largest customer and subscriber base in the world. Infrastructure demand will increase with the new smart device explosion in the world. The explosion is about to happen, we are currently just seeing the ignition of the the explosion to come. Stocks to look for is ERIC, MICC, AAPL, GOOGL, BIDU, AMT and later PWAV when the spectrum becomes an issue. It's like watching the personal computer revolution to happen all over again, but with a greater impact since the rest of the world will be riding the smart mobile device wave, together with us.

Upturn of global economy and Apple's impact on spiralling data requirements, along with rollout os HSPA+ and then LTE over the next few years will drive operators to upgrade their networks, Ericsson is likely to be on the upturn for the next few years as all of this gets done.

Alcatel-Lucent is not taking the lead. There is growth in the sector. Someone will have to benefit.

At first glance, I would think it would be heading back to $20, which seems to be its long-term average. Strong brand.

Ericsson has been a leader in the telecom industry in three centuries and continues to lead through developing and nurturing innovative engineering programs.

keb

I know the quarter was bad but this stock really got hammered and is poised for a moderate rebound from over-selling

http://articles.moneycentral.msn.com/Investing/JubaksJournal/6-stocks-to-watch-now-buy-later.aspx?page=2

LTE will happen and that will require several million RBS and all the associated control gear and service to be implemented worldwide. But right now it is just treading water

crapping cell phome

ERIC is currently significantly undervalued because of a bad quarter in the end of Q4. We have seen this again: the market punishes heavily short term performance of companies irrespective of the market dynamics that may have created them. Telecom carrier spending has been soft lately, and expected to be flat for the remainder of 2008, affecting everyone in that space. This is very good news indeed for level-headed, rational investors who are looking to invest in solid, well-run companies at a significant discount, and reap significant benefits going forward.

ERIC is a well-run company with significant growth potential over the next 2-4 years. This is driven predominantly by the following factors:

1. Broadband Wireless. Wireless access speeds are today comparable with the dial up speeds of wireline connections before ADSL and Cable modems. The wireless technology that is the equivalent of ADSL in the wireless space is HSPA with the longer-term evolution to LTE. Guess what: ERIC is the absolute no-contest leader of both technologies and overall market leader. As carriers start deploying HSPA and LTE expect ERIC to take the lion's share of that market. And this is one huge market as whole networks have to be replaced. Verizon has already made public their decision to change their wireless network from CDMA to LTE. This project alone is worth billions (yes, you read right billions) of dollars. Expect all CDMA- based carriers to change over to LTE in the next 2-4 years, because CDMA is losing ground very rapidly to these technologies forcing the entire market to go that way (Like Beta vs. VHS many years ago).

2. Emerging Markets. With the advent of advanced wireless access methods (see above) carriers in emerging markets with very little (or very bad quality) wired infrastructure will most certainly choose to deploy these wireless access networks versus paying one order of magnitude more money to build a comparable wired infrastructure. Do the math. ERIC will benefit again.

3. Wireless-Wireline convergence. In more mature and sophisticated markets with advaced technology already in place (like the USA), carriers are looking to merge their wireless and wireline networks and operations in order to limit their OPEX and be able to offer services to their subscribers in a seamless and ubiquitus manner, irrespective of access method (wireline/wireless/DSL/GPON, etc). If you follow the news, ERIC spent several billions of dollars and made several VERY strategic acquisitions last year: Redback Networks (intelligent routing), Tandberg (IPTV headend), Entrisphere (GPON). These acquisitions are very strategic because these companies represent the cream of the crop for next-generation WIRELINE service delivery, which complements perfectly ERIC's superb WIRELESS service delivery. Make no mistake, ERIC is aiming to build a convincing wireless-wireline architecture for its sophisticated customers in mature markets, and get significant market share in the process of network convergence.

All in all, ERIC is well run, well positioned for the future, has forward-looking management and business case, has dominating market share to build upon, it has money in the bank, it is profitable and it is at a discount right now...I think it has plenty of room to run.

competitive environment doesn't bode well

Cell phone maker. As the world does more and more mobile they need something to talk on.

Have spent funds on infrastructure which have recent numbers, but looks good for longer term.