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Technology Stocks : Alcatel (ALA) and France

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To: MikeM54321 who wrote (3242)4/30/2001 11:14:03 AM
From: zbyslaw owczarczyk  Read Replies (1) of 3891
 
few notes from CC regarding new products:
# 7770 core routers in several filed trials (much more lab trials) with major US IXC, CLEC
and two large carriers in Europe
# sales of 7670 (from Newbride) IP+ATM +MPLS switch router (50Gbit/s version) very strong and gaining momentum (over 500 unit sold) and if my memory is correct average price is at least 1 million.
within next month or two software for 450 Gbit/s version will be ready and sales will come in second half
# metro product will take off in second half. in addition to Europe major customers are large carriers in N.America, including US.
# terrestrial optical system will grow faster then submarine this year
# growth in Q2 Y/Y and sequential in single digits, b/c of handset(10% without handset)
#carrier networking will see 50% growth in 2001 , and optics 25%.
ALAO, component division will grow 50% this year, in single digit sequentially(Q2).still adding people and expending. new products include metro
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