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Technology Stocks : Alcatel (ALA) and France

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To: telecomguy who wrote (2690)10/31/2000 5:37:13 PM
From: zbyslaw owczarczyk  Read Replies (1) of 3891
 
Telecom, from conf. call this morning :
CEO contradicted rumor which took ALA on wild ride in
Paris before NYSE open.
French press ( my reading ) was pointing to Lehman Brothers )
Newbride new 50gig ATM?IP/MLPS will be adding
a lot going forward, spacially when they ship 450 gig version with OC-192.
Entire ALA offering xDSL, is done with NN's ATM+management
platform.
NN also brought lots of LMDS contracts and techology from
Stanford Telecom.
Edge Router shipping now
5.8 million DSL this year, 12-14 next year.
Acc. to Flynn only shortage of components prevent ALA
to increase revenue further.
No overbooking!!!!

Zbyslaw
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