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

To: Bob Howarth who wrote (1382)	3/2/2000 11:12:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

GTE Internetworking and Newbridge add security to the world's largest network The Challenge GTE Internetworking, a business unit of GTE Corporation, offers customers, from consumers to Fortune 500 companies, a full spectrum of Internet connectivity, transport and value-added services. Recognizing the potential to secure new revenues through their existing infrastructure, GTE Internetworking set out to build and maintain a world class managed VPN service using a best-of-breed approach. The company knew that its early adopter customers would require assurance that their VPN communications would be fast, cost-efficient and secure from the start. For these reasons, GTE Internetworking needed a partner with a proven track record of success in building VPN technology and delivering a service that completely met the needs of its customers, but could rapidly evolve to address new criteria. The Solution To meet its customers' demands as well as its own rigorous standards, GTE Internetworking selected Newbridge Networks as its VPN solution provider. The two companies initiated their relationship in April 1998 and have since been working closely together, delivering award-winning managed VPN applications. GTE Internetworking chose the TimeStep Secure VPN Solution from Newbridge Networks -- including VPN gateways, client software and management software -- not only because GTE Internetworking felt the technology was of the highest quality, but also because Newbridge demonstrated a willingness to work closely with GTE Internetworking's other technology partners to arrive at a successful end result. The TimeStep solution met GTE Internetworking's stringent requirements for openness, scalability, tamper-resistance and performance, and the Newbridge team worked closely with GTE Internetworking to ensure VPN Advantage could achieve both the goals set by the company and the demands of its customers. Why Newbridge? "GTE Internetworking needed to offer secure management and a highly reliable VPN solution. Newbridge helped customize features -- such as management and reporting tools - that we knew were in demand by our targeted customers," said Rob McKiney, Director of Managed VPN and Security Services, GTE Internetworking. "We described the kind of secure management we wanted to offer, and Newbridge delivered." Read the full story: newbridge.com

To: Bob Howarth who wrote (1382)	3/3/2000 12:43:00 AM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 3891

ÿBob,big surge in Telecoms today:T, DT,FT, BSC,BLS " because of great biz. and excitementÿ about wireless. I guess NN / ALA will also have big jump as soon as people understand thatÿ ÿÿÿ a)above companies are MAJOR NN customers and thus owe their success to NN. ÿÿÿÿÿÿÿÿÿ ( at least in part ). ÿÿÿ b)that NN/ALA are MAJOR Wireless infrastructure suppliers ÿÿÿ c) NN/ALA will be winning even more contracts with better/newÿ ÿÿÿÿÿÿÿÿÿ equipment coming out and that the above companies are testing ÿÿÿÿÿÿÿÿÿ the new equipment even as we speak. TA ================================== biz.yahoo.com Thursday March 2, 7:46 pm Eastern Time US telecoms up again on deals, wireless enthusiasm NEW YORK, March 2 (Reuters) - The shares of major U.S. telecommunications stocksÿ jumped again on Thursday, driven by investor enthusiasm following a major wirelessÿ communications trade show and merger activity worldwide, analysts said.- Shares of the North American Telecom Index (^XTC - news) gained 1.36 percentÿ to 1665.41, outpacing a slim 0.27 percent gain in the Dow Jones Industrials average. -AT&T Corp. (NYSE:T - news), the No. 1 U.S. long-distance company, surged 6-1/2, or 13 percent, to 54-5/16 in heavy trading on the New York Stock Exchange. SBC Communications Inc. (NYSE:SBC - news), the No. 1 U.S.ÿ local telephone company, gained 3-1/16 to 44-1/2, also on the NYSE.- International telecommunications stocks also surged. -The pan-European Euro STOXX 50 index gained 3.27 percent to 5,406.37, helping to send the broader FTSE Eurotop 300 index 1.59 percent higher to a record 1,619.50. -France Telecom saw a stunning 25.5 percent rise in the wake of robust annual results and Internet hopes. Heavyweights Deutsche Telekom AG and British Telecommunications (quote from Yahoo! UK & Ireland: BT.L) rose over eight percent and 7.7 percent respectively.-<> The gains throughout the sector on Thursday built on strength seen earlier this week. -Analysts and traders pointed to several factors for this week's gains, such as speculation Deutsche Telekom may acquire Qwest Communications International Inc. (NYSE:Q - news) and its merger partner U S West Inc. (NYSE:USW - news) Deutsche Telekom has also been looking at Global Crossing Ltd (NasdaqNM:GBLX - news)ÿ and PSINet Inc. (NasdaqNM:PSIX - news), the Wall Street Journal reported earlier this week. Several partnerships and new product announced during the Cellular Telecommunicationsÿ Industry Association (CTIA) trade show in New Orleans also stirred optimismÿ about the potential growth of wireless data services, analysts said. -``The (telecom) group's kind of leap frogging coming out of wireless show ... there's the sense that these companies with low multiples are moving into these new spaces,'ÿ said Brown Brothers Harriman analyst Robert Wilkes. Other developments in the wireless sector also bolstered stock prices. BellSouth Corp. (NYSE:BLS - news) and SBC are in talks to combine their regional wirelessÿ networks to broaden their geographic reach and cut costs, sources familiar with the situation said.- SBC also reassured analysts at a meeting last week that it had no deals in the works that would dampen profits. This helped ease some of the concerns that had been weighing on the stock, analysts said. AT&T, meanwhile, continues to gain investor attention as it moves closer to its plannedÿ an initial public offering of its wireless operations, traders said. ``There's excitement for all things wireless,' one trader said. The potential growth in wireless services should help strengthen the Blue Chip telecommunications stock, which historically underperform the broader market in the first quarter and then jump as mergers and other corporate developments draw investors, analysts said. -The telecommunications sector, a hot bed of merger activity in recent years, also should see more deals in the U.S. and Europe as companies seek to expand globally to serve largeÿ corporate customers and reduce costs. Earlier this week, Britain's Cable & Wireless Plc (quote from Yahoo! UK & Ireland: CW.L)ÿ agreed to sell its Hong Kong subsidiary. The move gives it cash to build itself into an Internet leader, but also leaves it vulnerable to a takeover, analysts said. France Telecom and KPN Telecom NV of the Netherlands are among the likely bidders forÿ British wireless company Orange Plc (NasdaqNM:ORNGY - news)- -------------------------------------------------------------------------------- More Quotes and News: AT&T Corp (NYSE:T - news) BellSouth Corp (NYSE:BLS - news) Global Crossing Ltd (NasdaqNM:GBLX - news) N.A. TELECOM NDX (American Stock Exchange) (^XTC - news) Orange PLC (NasdaqNM:ORNGY - news) Psinet Inc (NasdaqNM:PSIX - news) QWEST COMMS INTL (NYSE:Q - news) SBC Communications Inc (NYSE:SBC - news) US West Inc (NYSE:USW - news)ÿ

To: Bob Howarth who wrote (1382)	3/3/2000 12:48:00 AM
From: Steve Fancy	Read Replies (1) \| Respond to of 3891

Bob, in my experience ALA has never really traded as NT, LU, or CSCO. This is something we are growing into. People looking for CSCO type daily moves are probably in the wrong place. I look at the stock at 18-19 when I started this thread in Sept '98 (see thread header) and I'm happy with the gains at 47<g>. Expect a much better story price wise going forward. This is a recovery story in the making, and a big one IMO. I wouldn't necessarily expect ALA to trade up when it's US counterparts are on the run. I think folks who haven't followed ALA long may be putting waaaaay too much emphasis on daily moves. I understand many NN'ers are probably trying to decide whether to take the shares or move on and hope they can separate from the natural instinct to compare trading characteristics with US stocks...it just doesn't work that way. To put things in their proper prospective, we are dealing with a company overcoming a credibility problem, and buying another US company with a huge credibility problem. Takes time, and folks that don't have it should move on....ALA has provided them this opportunity. Just my honest opinion. I personally look at it this way, I have no intentions on selling for years and expect it will continue to provide above average returns for years to come. I trade many other stocks, but ALA is one of the few that are a part of my core holdings (never sell, just add and options) for many, many reasons, not the least of which is I know I can turn my back and it will produce. IMO, ALA is in the right place, at the right time, with the right products and ought to experience growth that exceeds it's US counterparts over the next 5-10 years anyway. regards, sf