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Technology Stocks : Alcatel (ALA) and France
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To: The Phoenix who wrote (2609)10/16/2000 5:57:38 PM
From: zbyslaw owczarczyk  Read Replies (3) of 3891
 
Gary,
that ALA continues to grow share in the ADSL space (mostly via price concessions)
while the CSCO grew the most share in the overall xDSL market.
price concession is only your and CSCO opinion.
since ADSL accounts now for major portion of xDSL and is growing at expense of SDLS how come CSCO can grow market in
overall xDSL.
VDSL is very small so far and even in this area ALA is doing better.
We'll revisit this subject onr or two quarter from now.

Zbyslaw
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