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Alcatel Teleconf.: 2nd-Qtr Guidance, Restructuring Plan
<<<Paris, May 30, 2001 (Bloomberg) -- Serge Tchuruk, chief executive of Alcatel SA, and Jean-Pierre Halbron, chief financial officer, speak on a teleconference about the company's restructuring plan, second-quarter guidance and the termination of merger talks with Lucent Technologies Inc. Alcatel's Claire Pedini also speaks.
00:58 Pedini: introduction and "safe harbor" statement
01:33 Tchuruk comments on terminated merger talks with Lucent.
04:47 Tchuruk: restructuring plan; handset, enterprise businesses
03:34 Tchuruk: guidance for the second quarter
00:46 Questions: Tchuruk declines to comment on Lucent merger.
02:45 Tchuruk: sale of enterprise distribution operations
01:52 Tchuruk: outlook for service provider network activity
01:17 Tchuruk: industry consolidation and Alcatel's strategy
03:23 Tchuruk: U.S. strategy; reorganization
03:34 Tchuruk: Genesis, components and optics businesses
02:46 Tchuruk: bid for fiber-optics business; U.S. expansion
02:47 Halbron, Tchuruk: capital gains forecast; LAN-switch unit
03:15 Halbron, Tchuruk: depreciation and 360networks relationship
03:49 Tchuruk: inventory write-offs; submarine and Asian markets
01:04 Tchuruk: factors driving Alcatel's market-share gains
03:56 Tchuruk: future of handset business; acquisition strategy
04:22 Tchuruk: outlook for service provider business; charge
03:18 Tchuruk: European and U.S. economic slowdown; outlook
02:02 Halbron, Tchuruk: composition of inventory write-off
Running time 51:48. >>>
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