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Technology Stocks : Alcatel Telecom (ALA)

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To: Steve Fancy who wrote (124)8/7/1998 1:42:00 PM
From: Mike K  Read Replies (1) of 285
 
Steve; Thanks for the post!

ALA has several businesses in the cables and components group that
really don't fit within the mold of a telecom company. Many of these
companies were acquired during the years when Pierre Suard was CEO.
Tchuruk has his hands full fitting these units into the new organization and they have reorganized several times.

IMO several divisions will be sold in the next few years. ALA is a
good long term investment but don't expect LU type performance for
some time.

Cheers,

Mike
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