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


To: Steve Fancy who wrote (1764)5/10/2000 1:23:00 AM
From: Tunica Albuginea  Read Replies (1) | Respond to of 3891
 
Steve thanx for your confidence in my TA but I want
rather keep a low profile here. Prudence always helps.
Having thus qualified my response I'll say this:

ALA has 200 years as a company behind them.That always
helps you in getting your future bearings and direction.
I do feel thus that they will bring to NN what it lacked:
good business acumen and management.
Certainly one has to be impressed by how fast and far
Serge T. has taken this pony out for a run.
Essentially I am basing my investment on the brains
of these two: Serge and Mathews. I just have the feel that
they will complement each othe radmirably and take this
rocket to new and far away places.

What gives me some comfort is that with ALA and NN
I feel that I am investing outside the US which in these
turbulent days maybe just the right thing to do.
The Europeans will keep buying the ALA that the US sells.

I am also comforted that since ALA/NN will sell mainly
to the carrier space, National Carriers will not have to
worry as much from where will their next dollar come from
since they have a captive audience; unlike the US where
higher interest rates may crimp run of the mill ISPs
that provide bulk internet as ZO points out.
These National carriers are starting to get privitized
and will soon start flexing their muscle and place buy orders in.

The whole thing looks very positive.

Yes ALA may retrace a point or two the next few days.
I certainly hope so; I need to buy some more and slowly
convert my
Health care holdings into a faster growth medium.
I picked ALA/NN for value and growth at a reasonable price.

TA

Message #1764 from Steve Fancy at May 9, 2000 5:32 PM ET
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




To: Steve Fancy who wrote (1764)5/10/2000 10:55:00 PM
From: zbyslaw owczarczyk  Read Replies (1) | Respond to of 3891
 
Alcatel's New ASAM Selected as Carrier Network
Infrastructure Best of Show Finalist at
Networld+Interop

Provides a High Performance Solution for Voice, Data, and Video Services for Both Business and
Residential Subscribers

RALEIGH, N.C.--(BUSINESS WIRE)--May 10, 2000-- Alcatel (NYSE:ALA - news), the world leader in DSL (Digital Subscriber Line)
solutions, announces today that its recently introduced ASAM (ATM Subscriber Access Multiplexer), has been selected as ``Carrier
Network Infrastructure Best of Show'' finalist in the prestigious Networld+Interop show taking place this week in Las Vegas. The
successor to the market-leading Alcatel 1000 ASAM, the new ASAM enables a new level of services and deployment options to savvy
service providers and carriers who want to capitalize on the exploding DSL market.

To date the unprecedented growth in DSL has been driven by demand for high-speed Internet access. However, high-speed Internet
service alone will not differentiate a service provider enough to capture and retain customers in a competitive environment. To effectively
compete for subscribers, service providers need a broadband multi-service platform that enables them to offer a range of compelling
services to a diverse base of business and residential customers. Alcatel's new ASAM has the advanced functionality to meet their
ongoing needs.

Introduced to the market just last month, Alcatel's new ASAM offers a forward-thinking design that provides the industry's best balance
of performance, density and power consumption, allowing it to deliver advanced functionality that enables service providers to quickly and
cost-effectively provision an extensive assortment of broadband services. A true multi-service platform supporting current and emerging
DSL standards, the new ASAM features advanced ATM functionality including support for multiple Quality-of-Service classes as well as
support for switched virtual circuits (SVCs). These features simplify network provisioning and allow service providers to offer a wide
variety of value-added services for applications such as telecommuting, virtual private networks, toll-quality voice lines over DSL, and
video, over a single copper pair with the existing infrastructure.

The selection criteria for the ``Carrier Network Infrastructure Best of Show'' finalists consist of several factors, including business
benefit, competitive functionality, product improvement, and overall advancement of the art of networking.

``We are delighted that the new ASAM has been selected as a finalist for Networld+Interop's Carrier Network Infrastructure Best of
Show award,'' said Mike Dobbs, Vice President and General Manager for Alcatel USA's DSL business unit. ``The new ASAM is the
fourth generation of our extremely successful DSL platform, and reflects the needs of service providers of all shapes and sizes. With
unprecedented density and scalability, it is designed for mass market deployment, enabling service providers worldwide to offer new,
revenue producing services today, making them even more competitive. This honor is solid evidence of the extensive experience Alcatel
has acquired designing and deploying carrier-class DSL technology.''

About Alcatel DSL

The world's leading supplier of DSL systems with market leadership in its ASAM and Litespan family of products, Alcatel has been
supplying industry-standard end-to-end ADSL solutions since 1996. Alcatel's DSL access solutions are available on a variety of service
platforms, including the Alcatel ASAM family; the Litespan NGDLC; and environmentally hardened DSLAM packages optimized for
digital loop carrier deployment. The Alcatel ASAM holds over 55 percent of the worldwide central office DSL market. Alcatel's Litespan
multi-service access platform, an integrated NGDLC/DSLAM, has a global embedded footprint of 57 Million subscribers and growing.

All Alcatel DSL platforms are commonly managed through a single access element management system. Alcatel's ASAM is NEBS
(Level 3) compliant, allowing them to integrate seamlessly into service provider networks. The Alcatel DSL family is fully scaleable and
supports a wide variety of service packages, including asymmetric and symmetric offerings, and can be easily deployed in service
provider networks, including collocation environments, providing excellent density, efficient power utilization, and high performance.
Alcatel's ADSL solutions support full-rate discrete multi-tone (DMT) ADSL as well as reduced rate G.lite ADSL on a single line card,
maximizing a carrier's service options while minimizing costs. Alcatel's DSL technology is also offered in an advanced range of customer
premises equipment, the Alcatel Speed Touch? family of DSL modems, routers, and integrated access devices supporting multi-line voice
and data service over a single telephone access line.

About Alcatel

Alcatel builds next generation networks, delivering integrated end-to-end voice and data networking solutions to established and new
carriers, as well as enterprises and consumers worldwide. With 120,000 employees and sales of EURO 23 billion in 1999, Alcatel
operates in more than 130 countries. For more information, visit Alcatel on the Internet: usa.alcatel.com (US site)
alcatel.com (Corporate site)

Contact:

Alcatel
Press Relations
Mark Burnworth, 972/519-5168
Mark.a.burnworth@usa.alcatel.com
or
Industry Analyst Relations
Julie Buckley, 707/792-7820
Julie.Buckley@usa.alcatel.com
or
Investor Relations
Peter Campbell, 972/519-4347
Peter.campbell@usa.alcatel.com