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

To: Bob Howarth who wrote (1271)	2/24/2000 11:17:00 AM
From: Michael F. Donadio	Respond to of 3891

Bob, Tunica, What we need are some good "technology analysts" like George Gilder to re-recommend Alcatel. As rightly pointed out in your posts, most analysts view things without insight into how the technology fits together and are therefore viewing NN as a poor performer instead of a key addition to Alcatel's dominance in DSL through NN's ATM superiority or LMDS strengths. I think its time that Gilder re-lists ALCATEL to his telecosm stocks where it had been before it was removed because of what happened with Russia's collapse and DSL's lethargic deployment, IMO. So George, what do you think? All the best, Michael

To: Bob Howarth who wrote (1271)	2/24/2000 12:09:00 PM
From: Steve Fancy	Respond to of 3891

Bob, looks to me like the selling ended yesterday<g>. Keep those seatbelts on. I see CS is up 4 today too, gotta go see what's going on. sf

To: Bob Howarth who wrote (1271)	2/24/2000 12:39:00 PM
From: Steve Fancy	Read Replies (5) \| Respond to of 3891

FWIW, I think she's done bottomed. Order in for June 40 calls at 8 3/8 to supplement my stock. Anyone that's been following us knows I've just been blown away at the block trading going back exactly to last July 1st. It continues today. I see few stocks trade like this. I think she's going higher and soon. Target double by June or sooner on June 40 calls. Wouldn't surprise me if some big money is loading up before making public calls. sf