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

To: Tony A. Matthews who wrote (1754)	5/9/2000 9:37:00 AM
From: Gilbert Drapeau	Read Replies (1) \| Respond to of 3891

Telus ISP Program Enhances Newbridge Market Lead in Canadian Standards-based DSL Market: Mutual success in business-to-business broadband access market continues to unite industry champions MAY 9, 2000 OTTAWA, CANADA--TELUS and Newbridge Networks (NYSE: NN; TSE: NNC) today forecasted that, as a result of continued strong demand, ADSL (asymmetric digital subscriber line) capacity in the TELUS network would total more than 80,000 lines by the end of 2000. The deployment has been fuelled by the success of the TELUS Accelerated High Speed Internet Service Program. This announcement underscores the market lead established by TELUS in broadband services to Canadian corporations, and reinforces Newbridge's position as the number one supplier of standards-based DSL in Canada. "Newbridge support has helped TELUS in earning an international award for its ADSL deployment," said Mark Schnarr, TELUS's Vice President of Internet Services. "In addition, 79 percent of our ADSL customers say they are very satisfied, or extremely satisfied, with our service." TELUS, an innovative service provider with its roots in the Western Provinces, has leveraged a first-to-market approach to the broadband services sector to expand into Ontario and Quebec. It won early success with a high speed LAN Interconnect service targeted at Canadian businesses, and has capitalized on that success with new offerings targeting business Internet applications and corporate teleworking. All services are built upon Newbridge DSL and ATM (asynchronous transfer mode) broadband solutions, which combine to guarantee end-to-end quality of service. Last week at DSLcon Canada, Newbridge announced that, by its own estimates, it held 90 percent of the standards-based DSL market in Canada, based on shipments. Its footprint as of the end of April 2000 was more than 140,000 ports, and growing strongly. Worldwide the Newbridge footprint extends to reach 1.7 million DSL subscribers including those in the United States, United Kingdom, Western Europe and Asia Pacific. "We're extremely proud of what we have achieved in partnership with TELUS," said Kevin Rankin, Vice President of Broadband Copper at Newbridge Networks. "What Newbridge does better than anyone else is build broadband networks that allow new services to be created and deployed rapidly, reliably and profitably. In Canada, where competition from cable is fierce, TELUS's success is based on being able to offer dedicated broadband access and assured quality of service, none of which is available in the shared media world of cable." About Newbridge DSL Newbridge first introduced DSL solutions in 1998, as a natural complement to its renowned core broadband solutions. Recently Newbridge announced a family of high density DSL line cards. These line cards include the 24-port ADSL card, the 32-port IDSL card and the 48-port MultiDSL card that allows remote soft provisioning to support 2B1Q SDSL, HDSL-2 and G.SHDSL symmetrical services. By taking advantage of the Newbridge 350 Integrated Versatile Services Node (IVSN) access platform, service providers can offer a rich selection of value-added services such as LAN interconnect, virtual private networks (VPNs), 56 kb/s and T1 replacement, and a series of legacy services without compromising QoS. About TELUS TELUS is Canada's second largest telecommunications company and provides a full range of advanced communication services and products connecting Canadians with the world. TELUS shares trade on the Toronto Stock Exchange under the stock symbols BTS (Common Voting) and BTS.A (Common Non-Voting). For more information about TELUS, visit www.telus.com. About Newbridge Networks Newbridge Networks designs, manufactures, markets and services wide area networking solutions for service providers in more than 100 countries. On February 23, 2000, Newbridge entered into a definitive agreement to be acquired by Alcatel, a world leader in end-to-end voice and data communications solutions systems. Alcatel's leadership in broadband access combined with the Newbridge leadership in ATM/MPLS/IP switched routing will make it one of the top players in the next generation networking market with complete, end-to-end communication solutions. Current Newbridge customers include the world's 350 largest telecommunications service providers. The Company employs more than 6,000 people on six continents. News and information are available at www.newbridge.com. Newbridge and logo are registered trademarks of Newbridge Networks Corporation.

To: Tony A. Matthews who wrote (1754)	5/9/2000 5:33:00 PM
From: Steve Fancy	Read Replies (2) \| Respond to of 3891

Tough call for me right now Tony. I think the multiple gap between ALA and the larger players will continue to diminsh. Based on this, I think the one analysts price target of roughly 400 Euros is achievable later this year. My calls all along on ALA have been out 3-9 months. Shorter term, just too many variables, but if general market conditions improve over the next week or two, I think it takes out its all time high of 55.5 and perhaps touches 59-61 before taking a break (approx 330 Euros). I'm still hoping to get out of my June options in the 55-60 range. I'd like to see it blast right through 55 soon. Remember, these are not official SF calls, just speculation<g>. Sure looks like it wants to go higher. I notice CSCO and IBM trading up slightly after hours. Here's to hoping for a decent story out of DELL and AMAT yet this week. Maybe Tunica or others will have a more TA oriented, or other opinion, as I just kind of mix together a little bit of TA, FA, general US market conditions, general global market conditions, pending events and some good old fashioned gut feel. regards, sf