Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: zbyslaw owczarczyk who wrote (1499)	3/19/2000 3:42:00 PM
From: Bob Howarth	Read Replies (2) of 3891

Z. Confirmation for some of what you are saying is found in recent interview with ALA chief, and in SSN investment report from beginning of March. Things at ALA really look great for this year. ALA website is a great source for information, especially the presentations. I don't think that any of the mobile stuff ALA is doing in 3G is in the stock price at all, as it is really a new aspect. The optics presentations that they have are a real wake up! I just spent several hours analysing the 10Q from NN and in fact it may account for the ALA weakness as there were a couple things that were not yet factored in by the market. Nothing earth shattering, but more evidence of how bad a management NN had in the past. Just left over junk, which NN will I am sure have cleaned up during this quarter so to be clean when ALA takes over. I had to laugh when I saw that in November NN hired from ALA the VP of broadband access. Golly, think NN and ALA have a plan to integrate their product lines? I plan to hang on and see how the year unfolds. ALA is up to all kinds of interesting things, and NN new products are just starting to roll out.

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