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

To: Steve Fancy who wrote (1741)5/9/2000 12:02:00 PM
From: Tunica Albuginea  Respond to of 3891
 
Steve, Re:" EURO beneficial to ALA ". Merrill's analyst
was just on CNBC and mentioned that Merrill thinks
low EURO will be beneficial to ALA and Nokia. Those are the two
companies he mentioned. And that is why they recommend them,

TA

Message #1741 from Steve Fancy at May 8, 2000 2:44 PM ET
Hi Tunica, I hear you and agree with your logic, but
certainly don't want to see the Euro slip much further.
I also like your price target. ALA holding like a champ
today, I guess the short term fate here is in CSCO's hands.
If CSCO sells off to a P/E of less than 100, could get real ugly yet.

sf




To: Steve Fancy who wrote (1741)5/9/2000 3:39:00 PM
From: Tunica Albuginea  Read Replies (1) | Respond to of 3891
 
Steve, EURO seems to be firming up over 90 from 89; you may
get your wish,

TA

Message #1741 from Steve Fancy at May 8, 2000 2:44 PM ET
Hi Tunica, I hear you and agree with your logic, but
certainly don't want to see the Euro slip much further.
I also like your price target. ALA holding like a champ
today, I guess the short term fate here is in CSCO's hands.
If CSCO sells off to a P/E of less than 100, could get
real ugly yet.

sf



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