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Technology Stocks : Alcatel (ALA) and France
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To: elmatador who wrote (3446)6/19/2001 8:49:11 PM
From: zbyslaw owczarczyk  Read Replies (1) of 3891
 
telecoms will come back to its historical growth rate of 10 to 12% a year.

this historical growth was based on growth of vice revenue which was a function of economic growth.
Today, data growth is making $ for carriers, voice is going down, and data growth even in week economy is huge.
This would suggest that average growth over the next 10 year can be higher then 10-12%.
I am now saying 25%, but many, much better analysts then Sagawa, are looking from 15-18%.

ZO
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