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

To: zbyslaw owczarczyk who wrote (1691)	5/4/2000 7:14:00 AM
From: zbyslaw owczarczyk	Respond to of 3891

Alcatel wants to deliver more than 4 mlns of lines ADSL into 2000 PARIS, May 4 (Reuters) - Alcatel (Paris: 13000.PA - topicality) announced Thursday that it envisaged to deliver this year more than four million lines ADSL (Asymmetric DIGITAL Subscriber Line), technology which makes it possible to increase the traditional telephone line speed for the access to the Internet network. " We want to be careful when one speaks about four million lines ADSL. I insisted on the fact that it was probably largely above four million ", said the chairman of the group, Serge Tchuruk, at the time of a conference call with financial analysts and journalists. It specified that a million lines had been delivered during the first four months of the current year. In 1999, the group, which asserts a world share of market of 50%, had delivered 1,5 million lines and had announced, February 3, an objective of 2,5 million for 2000. Serge Tchuruk recognized that Alcatel had had to face difficulties of supply components. " It is true of saying that we were constrained during some time by problems of supply of components ", has he says. / WEM ((Service Undertaken, Tel. 01 42 21 55 19, Fax 01 42 36 10 72, paris.newsroom@reuters.com)

To: zbyslaw owczarczyk who wrote (1691)	5/4/2000 11:45:00 AM
From: Steve Fancy	Read Replies (2) \| Respond to of 3891

Hi Zybslaw, I'm pretty happy. Little soon to congratulate myself on the excellent call of 50 plus by mid may, even in the dire circumstances of 38 land, but I think we's going to do it. In fact, I expect a nice market rally ahead of the fed meeting, and expect this rally may take us to ALA all time high of 55. It's rare that I'm as confident as I have been on this call, but there was never a doubt in my mind. I don't believe I've missed a several month call on this stock yet. Anyway, congrats to ALA and all the good ALA'ers and NN'ers. What do ya all think out there? I think ALA has just raised investor recognition considerably and is justifing an continued higher multiple. I will consider selling half my June 40 call position at 55. Stock continues to be an hold/buy in my book and has once again established a solid story to remain as part of my core position. sf