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Technology Stocks : Alcatel (ALA) and France

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To: Steve Fancy who wrote (1002)11/13/1999 4:11:00 AM
From: elmatador   of 3891
 
Newbridge growth 40% in a year by year base is Euro-centric. In the US -said to be the El Dorado for datacoms-
growth is flat.

The best for Newbridge would be for a "Gang of Three": Siemens, ALA and ERICY, buy Newbridge and use it to
supply its datacoms needs. Siemens/Newbridge Alliance does this already today.

Picture these sales channels form the Gang of Three selling Newbridge stuff. ERICY mobile machine, ALA strength
in access and Siemens in everything. It would be unbeatable.

Imagine ALA and ERICY that are already partners with Juniper buying Juniper outright and merged with Newbrdge
to give it IP capabilities?

Along these lines Newbridge values should be considered.
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