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

To: Steve Fancy who wrote (1782)	5/15/2000 3:13:00 PM
From: MikeM54321	Read Replies (2) \| Respond to of 3891

Steve- Out of curiosity, the 4% yr/yr growth that will be reported in USD doesn't concern you? It's easy for us to say it's because the greenback is so strong against the euro today, but I'm not sure how many investors will realize that, six months or a year from now, when looking over ALA's financials for valuation analysis. I notice that MS Investor seems to be taking a long time to post the results on their website. So I'm wondering if someone over there is scratching their head like I was. I keep wondering if I did the math wrong. Because 42% EUR growth reported by ALA will be quite different from 4% USD growth. Personally, I'm hoping I made an error somewhere or maybe MS Investor has. Plus, did anyone catch that Serge reported net losses in 99Q1. I couldn't figure that out either. It seems to me they made money per MS Investor for at least 13 quarters running. I didn't attempt to figure that one out. I'm just wondering if anyone else heard the same thing. -MikeM(From Florida) PS I wrote up some detailed notes for future reference on the 00Q1 Earnings CC for anyone interested at: Message 13708738

To: Steve Fancy who wrote (1782)	5/15/2000 5:37:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

Steve,expectation for core CPI is +0.2%, and I think tomorrow results(core) should be no more then 0.2%. Last time tabaco and airlines tickets were responsible for high core CPI, and we wll not see these items for at least several months. Tabaco will go higher at fall, but with lower gas prices airlines tickes should not go higher this year at all. ALA former high was about 55 and we hit this twice(54-55). I think if nasdaq will cross 4000 in the next several weeks(if) ALA may very well cross 60, spacially if they update its business after merger. It is expected in 3-4 weeks. In the first half of June we have Supercom conference in US. If is traditional ground for big PR. I hope ALA will announce two veru big US optial contracts will should have significant perception on US investors. Zbyslaw

To: Steve Fancy who wrote (1782)	5/15/2000 7:05:00 PM
From: Tony A. Matthews	Read Replies (3) \| Respond to of 3891

Steve. Here's an optimistic opinion from a Yahoo poster regarding tommorrow's CPI & FOMC announcment. messages.yahoo.com Sykes Near Term by: oldpruguy 5/15/00 5:41 pm Msg: 3883 of 3885 I am optomistic about Tuesday. I feel the CPI numbers will come in with a core rate of .2% and the FOMC to come out with a 50 point raise. However, I also expect the FOMC to issue a "neutral" stance on the future. If those conditions are met, tomorrow is going to be a wild ride up. I am sitting on 50% cash and I should be zero cash by tomorrow afternoon. I expect 2 REALLY good days before some profit taking occurs. I don't have a lot of long term investments, like Sykes, on my watch list right now so I'll probably do a number of short term plays that ride consistently on the overall NAZ coattails. In looking at the recent dismal volumes - there is probably 2-3 trillion dollars on the sidelines right now that will be dumped into the market if conditions turn out well tomorrow. In fact, if the FOMC only raises rates 25 points tomorrow, I think the market will view that negatively. Also, the core CPI cannot exceed .3%(March was .4%)for the market to take off. Anyway, Sykes is building it's new base here in the lower 20's and once we break out, I expect to see 28 within a week, IF we get the favorable economic results outlined above. I also expect some of those sideline trillions not to all go into past Tech favorites (although they will get a disproportionate share) and some of that money will be more widely distributed hitting companies like Sykes and also flowing back into the health sector. Anyway - keep your hats on tomorrow and enjoy the ride - it will be a great spring day.(no pun intended).