Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: MikeM54321 who wrote (1129)	2/3/2000 11:55:00 AM
From: MikeM54321	Read Replies (2) of 3891

Re: Alcatel's Position in the DWDM Market Steve and Thread- ALA gets more interesting all the time. I didn't realize they have a number four position in the DWDM space. Combine this with their leading position in DSL, their leading position in Digital Cross Connects, their apparent positioning to dominate the LMDS space, and it appears ALA may turn out to be a bargain in the communications infrastructure equipment space. My concern is they are based in France AND wonder why no mention of SBC Project Pronto in the Q4 press release? -MikeM(From Florida) *************************** DWDM-Long Haul Terrestrial Market Grew 21% in 3Q99 According to Dell'Oro Group; Lucent and Nortel Continue to Dominate the DWDM Market PORTOLA VALLEY, Calif.--(BUSINESS WIRE)--Feb. 3, 2000--The DWDM-Long Haul Terrestrial Market Grew 21% ($981 M) in 3Q99 with Lucent and Nortel taking the lead according to a Dell'Oro Group Report published earlier this month. Lucent continued to have success with the WaveStar 40G holding 41% market share. Nortel took a close second with the S/DMS Transport Node holding 33% of the market. The DWDM Long Haul Terrestrial Market, through 3Q99 has been largely comprised of OC-48 capacity multiplexers with 80% of the wavelength shipments being OC-48. However, the high user demand for OC-192 is bolstering OC-192 wavelength growth to twice the rate of OC-48. Until 3Q99, Nortel was the only manufacturer with widespread availability of OC-192 DWDM. During 4Q99 additional manufacturers began selling their OC-192 DWDM products (e.g. Lucent's 400G, Alcatel's 1640 DADM), and we expect OC-192 growth to accelerate during 2000. Market Leaders DWDM-Long Haul Terrestrial and Q3 Quarterly Growth 1. Lucent +20% 2. Nortel +34% 3. Ciena +10% 4. Alcatel +5% 5. Pirelli +18%

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