Alcatel (ALA) and France Message Board

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Technology Stocks : Alcatel (ALA) and France

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To: TokyoMex who wrote (136)	10/28/1998 9:00:00 PM
From: bertrand bidaud	Read Replies (2) of 3891

Regarding latest results, and discussion on Alstom... Alcatel cannot sell more of Alstom for now. But they will for sure. It is a potential cash inflow, and as long as the stock market is doing ok, it does not matter. I think it can represent a cash inflow of 5 to 10 billions USD depending on stock price. It gives good possibility for aquisition now. I am not too worried by the cash situation and debt thanks to potential sales. Other sales could be SAFT, a battery company. Not a huge one, but could provide if sold around 1 billion. I do not think that ALcatel will keep it. As for the cable, I think that there are also some divestment possibilities. Energy cables, do we have actual synergies between that and fiber? I think the profit comes from higher margin fiber. All this to make the point that Tchuruck has been very clear that the company should be more focus. He did a great job at it. Now there are real reserves, and the job wil go on. The perimeter of the company will be diffeent in 2 - 3 years. And it makes me optimistic.

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