Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: The Phoenix who wrote (2605)	10/15/2000 11:02:40 PM
From: zbyslaw owczarczyk	Read Replies (1) of 3891

Gary, as far as standards in DSL as concerned: a) if someone owns more then 54% market shares it also establish to some extend standard b) entire 4.5 billion of access part of Pronto belongs to Alcatel c) major portion of Verizon, BT, Bell South and others is provided by ALA. Yes US West went with CSCO specification. d) Ameritech(part of SBC), which gave CSCO complementary deal to Pronto this year wants CSCO DSL to be according to the same specification as ALA BTW, so far CSCO is delivering to this deal the same way they did to ION - nobody saw gears in the SBC lab yet. ALA will take it ( at least good portion anyway) e) the reason SBC joined with CSCO and COMS is that those vendirs have to make DSL according to SBC specification, which is ALA, Nokia and other specification and please do not tell me about legacy ..... ALA and Newbridge won many new deal with new carriers, about which you can read by looking at they press releases look what is doing New Edge ( many hundreds millions of $ within the last 10 months, everything financed by MSDW, Goldman Sachs, no vendor financing) Zbyslaw

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