Re: Alcatel(sym:ALA) 2000 Q1 CC Notes
Thread- I listened to the entire broadcast of ALA's earnings CC twice. Important information with regards to three last mile technologies; xDSL, LMDS, mobile wireless Internet.
Apparently there is a lot of internal growth at ALA. Driven mainly by xDSL rollouts. But I somewhat question the figures because there was no mention of the weakness in the Euro while doing yr/yr revenue comparisons. And I'm not sure how to read it strictly from a Euro basis. Obviously if they did receive USD in revenues, then convert back to Euros, it's considerably more than just one year ago comparisons. Apparently no analyst is saying to much about this aspect.
But one can't argue the DSL line growth figures. That is substantial no matter how you cut it. ALA was the company I mentioned immediately upstream that deployed 1 million DSL lines in Q1 alone.
ALA is estimating for 2000, 30% top line and 60% growth in net. And about EUR 1 billion in operating profits for the year 2000. -MikeM(From Florida)
PS Here's a few 99Q4 Notes:
Message 12790512
Here's some recent news about LMDS that I'm finding quite interesting for it's future potential:
Message 13117054
Message 13445747
And here's a summary of a bunch of older urls about ALA in general:
Message 12581327
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xDSL
-ALA has installed a whooping 1 million CO lines in Q1!
-66% US, 22% Europe, 14% Asia
-CPE has delivered 300K units Q1
-ALA has 25% of worldwide market in CPE
-ALA is estimating they will install 4 to 6 million xDSL lines in 2000(new lines)
-80% of which is ADSL flavored
-Estimates total(all players) 50 to 70 million xDSL lines within 5 years
-Litespan grew 80% in Q1 US market
-ASAM product can do 1,296 lines per rack
-Have 50% of the DSL chipset worldwide market
-VoDSL trials with Voicestream and Coppercom now
-Will trial VDSL on the same platform as VoDSL
-BBRAS is ALA's Redback competing product.
-BBRAS has 15% of worldwide market(same as Cisco's)
-Hanaro, Singapore, Korea and France Telecom are customers
LMDS
-Hope to dominate LMDS similar to DSL domination
-Provide 8Mbs in the 5km range
-Provide up to 4,000 subs/base station
-40 trials are now underway, 4 continents(sans NN)
-Has been selected by 50 SPs
-Estimate will ramp up in 2000 H2
Optics
-Will do $7 billion in 2000
-Have 80 lambda product
-DWDM in Q1 was more than all of 1999
-Tunable laser and amplifiers will do EUR 400mil in 2000
-Bragged about their 'Convergence' win over CSCO and NT.
-Convergence is an all IP network for Latin American rollout in four countries
Mobile Wireless Internet
-Joint venture with Fujitsu, 66% is ALA owned
-Working on GSM, 2.5G(GPRS, EDGE), 3G(UMTS/IMT 2000)
-2,400 headcount for JV
-ALA's strength's; 8-10% GSM market, Evolium, strong lead in GPRS & EDGE, IP knowledge
-Evolium transition: GSM->GPRS->EDGE->UMTS(ATM)->UMTS(IP)
-Fujitsu's strength; DoCoMo, strong in UMTS, UMTS chipsets, Japanese 3G is good to go today
-JV will mean a 9 month lead on competition in 3G market
-JV will offer end to end products |
