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 (2062)	6/29/2000 5:38:00 PM
From: zbyslaw owczarczyk	Read Replies (4) of 3891

Steve, Ericsson comments affected ALA . However 3G mobile system is not as big issue for ALA like for obvious reason for ERICY and NOK. My opinion is supported by Alcatel comments today. In fact ALA was always caution 3G and some analysts did not like in the past. License in UK ( free market )reached 30 billion $ for 6 licenses , where in France socialistic government set the price for 6 licenses at only 6 billion $. Germany case will be worst then UK. I guess UK and Germany has to ease up. Considering better then expected growth in data-networking and optical business any potential risk on ALA in 3G is very small. ALA is well positioned in Japan( Fujitsu/ALA JV) where license cost is not an issue. Zbyslaw

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