Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: MikeM54321 who wrote (3139)	3/21/2001 5:03:50 PM
From: Ian@SI	Read Replies (2) of 3891

Mike, I'm not as big an ALA investor as I was 6 months ago. However, there is a time delay between ALA shipping ADSL capacity and its Customers acquiring subscribers. I've not looked at the full logistics of this process. All the same, it doesn't disconcert me to see that ALA ships a few more lines than there are current subscribers. Number of subscribers is a backward looking statistic. ADSL capacity shipped is a forward looking statistic; and ADSL usage is growing rapidly. Perhaps, if you're really concerned about this, a query to IR will give you the information that we're missing. Ian.

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