Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: larry pollock who wrote (3445)	6/19/2001 12:35:55 PM
From: elmatador	Read Replies (3) of 3891

Sagawa is correct. We have had a blip on the telecoms market. With those gas companies and public utilities investing in the sector. Now that this boom is over, telecoms will come back to its historical growth rate of 10 to 12% a year. All those companies will have to shrink to their natural size. CSCO will go back to be LAN gear vendor. Telecom vendors will go back to sell telephony and transport gear. All like before. Remember when GM went to data systems (EDS). Remember when Ford went to aerospace? They all returned to bolt cars together. Just wait and you will see. All those small companies that gravitate around the big ones waiting to be bought by them? They will be 'histoire'!

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