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Technology Stocks : Alcatel (ALA) and France

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To: Steve Fancy who wrote (2571)10/11/2000 5:36:14 PM
From: zbyslaw owczarczyk  Read Replies (1) of 3891
 
Steve, after talking today to Alcatel representative, I have learned that certain statement reporting by press was not
correct "Alcatel expects revenues of its optical business division to rise by more than 30% in the third quarter of this year from a
year ago, the spokesman said."

30% growth is referred to unit which combined internet activity outside carrier space and optics.
In Q2, if you separate optics(submarine DWDM included), it was growing 60%+. In Q3 growth will be higher
That in contrast with Lucent 5% decline.

Zbyslaw
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