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Technology Stocks : Alcatel (ALA) and France

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To: Gene W who wrote (3225)4/25/2001 11:40:43 PM
From: elmatador  Read Replies (1) of 3891
 
ZO as I'm concerned POTS switching is dead since 1997. I saw it coming. No one is making money with it. ALA keeps ity I think just to support its swicthes in France or may be sell it to francophone Africa.

You're right there is a lot of cuts to be done in all telecoms vendros in the fixed side. We are just seeing it now.

I think Siemens is making a huge mistake putting money in DSL (Efficient, more capacity and all.) I think this is just the Siemens people form the fixed side of the business trying to keep themselves alive.

They wil be hiot in this DSL thing too. So will be ALA.

DSL is bad news, ZO!
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