Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: telecomguy who wrote (2690)	10/31/2000 11:35:57 AM
From: Ian@SI	Read Replies (1) of 3891

And I was just pointing out that Newbridge is an integral component of ALA today; that there is no logical basis for separating growth of products resulting from its R&D. I'd further observe that the financial statements have been restated to allow anyone to see what the growth has been; and then there's the company's guidance for high 30s growth. And Serge also said that he just loves giving guidance than handily beating it. Do you really think that you can come up with a better estimate by discounting growth that might arise from acquisitions? especially from those acquisitions which are already established with highly successful products??? each to their own. Ian.

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