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妖刀村正



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爱立信股价大跌背后

 


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顶端 Posted: 2007-10-30 15:12 | [楼 主]
妖刀村正



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Where did it all start to go wrong for Ericsson ?

Well I think it's important to understand the, the overall development here at the market place. It's, It's we see no change in that. We have fairly filled full net approach in the world, increasing traffic and operate this on go/ to financial stage. What we are seeing here in this quarter is that we lost some important and higher margin upgrades and software sales in September. And those are all to be hard to spot then they are typically very stable because they reflect the traffic increase . And we are also on the other hand / having a, a larger share than ever before of role of a new network *** initially we have low margin but it built for a good future.

So why was it specifically then that your CFO Karl Sundstrom step down?

Well that was his… his own initiative. He came a couple of the days ago and, and he was disappointed with a third quarter and he felt that / was a good time to, to leave. He's been working 5 years with that. I don't think there's any shadow falls over him, if we could have spotted the..the sales development in the high margin says the last couple of weeks better that is something that comes back to all of us. Now ** comes in and he's a ...he's a great guy comes from *** that he has a strong financial background.

So where do you go from here? How do you start rebuilding confidence in Ericsson for ,for your investors?

Well confidence is always into performance and educating in informing the markets from where we are heading and that's, that's obviously where we felt short. We can't do much about the development in the market. But I think we could have explained better on the dynamics about what can happen and then of course we need to figure out if there are better better tracking systems of the higher margin softwares and so on that conflict in the quarter that we can... we could have learnt about it and informed about it. But obviously from here it is important to understand that new effort rollout was continued to be higher proportion than it's been before, but it builds better for print for the future. We will probably continue to see some of the short falls in the upgrades and expansions because that is an effect of consolidation operate there is that put some of these running decisions on whole. But overall I think we are in great shape and we are gonna build even a stronger company learning from this.
顶端 Posted: 2007-10-30 15:13 | [1 楼]
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