Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: Steve Fancy who wrote (2002)	6/16/2000 5:43:00 PM
From: zbyslaw owczarczyk	Read Replies (1) of 3891

submarine optic business is booming, specially in Asia and ALA owns 40% global market shares. New 40 gig system in trials in customers, including US and is doing well. Broadband access business (xDSL and LMDS) is growing very fast and ALA/NN owns 50% global shares. New 50 gig is ramping ..... and NN kicked out LU from major carrier. With 35% revenue growth and higher eps growth, I see no reason why ALA should trades at 100% discount to NT. I am not going to debate what is an appropriate premium for NT, but 100% discount is way to low. NT leads optics , where ALA leads broadband access ( huge market) and soon will IP/ATM switch-router market for large service provider. As for action, may be ALA will decide to make early positive preannouncement. But this of course is pure speculation. Zbyslaw

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