Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: elmatador who wrote (3307)	5/22/2001 9:41:13 AM
From: James Calladine	Read Replies (2) of 3891

As you were saying... (from Briefing, this am) <<<07:47 ET What Would ALA/LU Deal Mean For Others? : ABN AMRO ponders the implications of an Alcatel (ALA) acquisition of Lucent (LU). Firm believes that NT would be most affected and would need to acquire a company like Marconi (MONI) for greater customer reach and share in Europe. Thinks that European suppliers like Siemens (SI) and even MONI may follow Alcatel with their own acquisitions. Firm's buyout list for target US companies would be RBAK, TLAB, AFCI.>>> Namaste! Jim

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