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Technology Stocks : Alcatel (ALA) and France

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To: Steve Fancy who wrote (2193)7/27/2000 5:41:41 PM
From: zbyslaw owczarczyk  Read Replies (2) of 3891
 
Today CC was very bullish.One analyst had a problem to
believe( he said WOW!) that revenue growth is increased to mid-35% and the bottom line will still growth twice faster.
This is despite components issue.
alcatel.com

worth to look at major points of presentation

optics + internet products (outside Newbridge which contributed only one month) grew 47%
excluding internet optics grew about 70% including slower growth optical cable.
When compare apple to apple ( without cable) it was more 70%.
Of course not up to NT 150%, but much faster then Lucent or
Fujitsu.

I expect RSP 670( 50 gig IP/ATM) to make real headlines soon.....

Zbyslaw
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