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

To: MikeM54321 who wrote (1209)	2/17/2000 4:19:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 3891

Hi Mike, sorry I haven't responded to you yet...really appreciate your hanging around and watching the ALA story with us. I may be wrong, but thought I remembered Tchuruk changing his position on possible aquisitions during the last CC. I remember being left with the impression they were keeping an active eye. And yes, that was part of my logic picking up the NN calls. I think there is a good chance this rumor is true...if not we know NN is being shopped. They'll have a hard time with shareholders on anything less than 45 IMO. By holding the NN calls I'm hedging ALA as I have no interest in selling my stock now. Also still holding CS...any thoughts on recent breakup plan? Thanks. regards, sf

To: MikeM54321 who wrote (1209)	2/17/2000 4:51:00 PM
From: zbyslaw owczarczyk	Respond to of 3891

MikeM54321, NN plays LMDS isnthe core over 36170 switch, where ALA access. NN has 19 reals weins, with the biggest oficially 800 mil with MaxLink in Canada, and 350 US with Toshiba. They are in 65 trials. Stanford Telecom which gave ALA LMDS start is now part of NN(lots of wireless patents). NN 3dSL over 350 inteligent DSLAM can run what ALA can + TV channels and Video. So far 150 million BP contract in UK, 200 million with Irish telecom and 200+ with New Egde in US. NN also has great VPN. Contract with GT INternetworking and two separate contratcs with US Army. There are muvh more then ATM switches. see my earlier post today on this thread. Zbyslaw