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Technology Stocks : Alcatel (ALA) and France

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To: Michael M who wrote (3159)3/28/2001 10:48:09 PM
From: zbyslaw owczarczyk  Read Replies (1) of 3891
 
from 360Network:
corporate-ir.net

very positive presentation on MSDW by CEO (fromer CFO of Microsoft)

capex will be 10% higher 3.5B and only small portion was spend in Q1, so the rest!!! during next part of 2001. Tey have money, banks credits, big cash flow and huge demand from internatioanl customers.
after listening to presentaton, now i can see how much media have twisted what was said during CC, specially when comes to pricing and payment deferrals.
Since most of capex is back and loadedfor second past of 2001 when lighting of the networks will occur, so do payment to vendors.
quite obvious, but not to market manipulators like Street.com

ZO
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