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Technology Stocks : Alcatel (ALA) and France
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To: MikeM54321 who wrote (3139)3/21/2001 6:15:22 PM
From: zbyslaw owczarczyk  Read Replies (1) of 3891
 
May be in US but not outside.Both VZ,SBC,BLS and Bell Coanda have big numbers of DSL lines to be deployed this year.
They plans for the next few years are much bigger then ALA can provide.
For example DT have three customers, including ALA.
The bottom line is, growth in DSL will be huge in 2001-2003.
After monster spending on core optical beckbone in 2000 , it is time to fill capacity with metro and access like DSL.
Tis is the only way carriers can get $ from their current investment in optical backbone.
ZO
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