Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: pat mudge who wrote (2159)	7/21/2000 7:03:22 AM
From: zbyslaw owczarczyk	Read Replies (1) of 3891

re:Ericsson results. Looks like they deliver very good earnings , but again components constrains(fire at Phillips Elecronincs) will effect Q3. Well, at least we know that demand is huge and long term prospect for telecom industry is great. Also, Q3 will be effected by hand-set division,where network division is booming. ALA hand-set business is relatively small..... xDSL,fixed wireless, ATM and optics should be a driving force. AT least CEO of ERICY was cautious few weeks ago, where ALA boss was very bullish......... We'll see week cnnfn.cnn.com Zbyslaw

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