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Technology Stocks : Alcatel (ALA) and France

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To: zbyslaw owczarczyk who wrote (3328)5/24/2001 12:46:17 AM
From: elmatador  Read Replies (1) of 3891
 
I predicted consolidation among big telecom vendors in February.

I predicted the death of ADSL in September 2000.

Everything is happening as I predicted.
But is your money. You're in love with this stock and this is no good for investors, ZO.

To:Daniel G. DeBusschere who wrote (9794)
From: elmatador Friday, Feb 16, 2001 2:49 AM
View Replies (3) | Respond to of 10712

We have too many switchmakers. And that hurts.
LU, NT, NEC, Siemens, Alcatel, Ericsson and Fujitsu

Digitalization was completed years ago. Fixed line is going the way of the TRex. We have too many vendors fighting for a shrinking market. Those vendors are saddled with a load of people whose reason to be there has long passed. They must be defenestrated and there must be consolidation in the switching side of the business.
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