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Technology Stocks : Alcatel (ALA) and France

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To: pat mudge who wrote (2178)7/26/2000 1:03:14 PM
From: Perry P.  Read Replies (1) of 3891
 
Sorry to bother you guys, but I have a question I think you all could help me with. I just read an analyst report from Stevens Inc. about Aware. In it it says they believe Alcatel's semiconductor division will be getting out of the DSL chip arena in the next few months. Can anyone confirm this or at least pose some suggestions of why this would happen, etc.

The following is a link to the entire report:

Message 14109352

Here is the excerpt:

"We believe
that, in the months to come, ALCATEL’s semiconductor division will begin to leave the ADSL market.
This will leave ALCATEL’s equipment unit, which manufactures Digital Subscriber Line Access
Multiplexers and Digital Loop Carriers, looking for new suppliers of ADSL chipsets.


Sorry to bother you all. Just thought this was a bold statement coming from an analyst. Thanks in advance.

Perry P.
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