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Technology Stocks : Alcatel (ALA) and France -- Ignore unavailable to you. Want to Upgrade?


To: MikeM54321 who wrote (1177)2/3/2000 7:49:00 PM
From: Steve Fancy  Read Replies (3) | Respond to of 3891
 
Mike, I somehow feel kinda negligent, but not remembering either. Went through all my news services but can only go back 30 stories on DJ without paying.

I found this link from trenzich...

Message 12532434

...honestly, I have been very confident in this investment and haven't always been as on top of the news as I should be. My concern has been mainly they meet their numbers for h2 '99 to bury the credibility issue for good...have been confident in that since July. At these levels I will start watching much closer though.

Please keep us apprised of your thoughts.

regards,

sf



To: MikeM54321 who wrote (1177)2/3/2000 9:48:00 PM
From: Dave Chanoux  Read Replies (1) | Respond to of 3891
 
Mike, you might be referring to my interpretation of the Alcatel 1998 annual report posted here in November or so. The report made a pretty clearly stated goal of improving the relationship with US investors. It came as a result of the poor communications in September '98 and some sharp criticism from Merrill Lynch analysts.

I still have the 1998 annual report on file. If you have anything more specific, I might be able to look it up for you and try to add to this.

Regards,

Dave Chanoux



To: MikeM54321 who wrote (1177)2/4/2000 6:15:00 PM
From: Steve Fancy  Read Replies (1) | Respond to of 3891
 
Mike, in case you're not familiar with it ALA has a very nice website. Look what I found...this may have the answers you were looking for.

alcatel.com

Click on "Dec 07 1999: From Circuits to Packets - Transforming Alcatel / FT 19th Annual World Telecommunications Conference"

sf