Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: Tony A. Matthews who wrote (1460)	3/16/2000 4:07:00 PM
From: Tunica Albuginea	Read Replies (1) of 3891

Tony I can't answer you specifically. However from my recollection,ÿ my understanding is that ALA is planning to shed all of it's slow growthÿ businesses and focus solely on Telecoms. It is also committed to boosting up it's optical networking division. The shedding of it's slow growth assets is being hampered/slowed byÿ the Socialist French Government who still believes in cradle to grave nurturing and protection of overcompensatedÿ unionized workers and assorted employees, 35hours/week work week yada yada yada, TA Message #1460 from Tony A. Matthews at Mar 16 2000 11:17AM I'm new to Alcatel - being a default shareholder through my NN purchase last year. Looking over some press releases last quarter I noticed that one of the big differences between ALA and NT/LU is that it has a huge slow growth business in Energy Cable. LU recently announced a divestiture of it's slower growth businesses to ensure that top line growth could be maintained longer term. Does anyone believe Alcatel will make a similar step to ensure it's shareprice is not adversely affected by it's slower growth business? If not I believe it might be hard to justify similar valuations to NT & LU for ALA.

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