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

To: Thomas Scharf who wrote (1818)	5/19/2000 7:27:00 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

Tomas re: ALA and energy business!!! You said that you need to stody ALA and want them to get out of energy business. I do not know what kind of study you were refering. Here is that link : alcatel.com just few weeks ago ALA announced that will spin off its energy business and cable to become pure telecom player. Optic business will stay with ALA. BTW, only 25% of ALA employee are in France and with energy business been out by the end of this year it will be even less. Herer is my study on ALA: Message 13591155 Well, for sure different form yours.At least I know basic facts as oppose to you(how could you miss energy IPO!!!) ALA eps even now depend mainly on telecom- 85% of revenue. Zbyslaw

To: Thomas Scharf who wrote (1818)	5/19/2000 7:45:00 AM
From: MikeM54321	Respond to of 3891

"I'm still learning about ALA as I'm being forced into owning in via the Newbridge purchase." Thomas and Former Newbridge owners- These links may help you evaluate ALA. As I learned more, the more surprised I became. Here's a good one to start with: Message 12581327 And this one is important too: Message 12765775 And finally here's a rollup on most recent Q1 and other links you may want to review: Message 13708738 Kind of a stealth company in the telecommunications infrastructure world or maybe the Rodney Dangerfield. I still can't get a handle on it. Stealth is where I'm currently leaning. Don't forget to go over the Euro vs the US$ figures. It's still a mystery to me that has yet to be fully explained. Currency exchange is an added uncertainty with an ALA investment. -MikeM(From Florida)

To: Thomas Scharf who wrote (1818)	5/19/2000 8:50:00 AM
From: Michael M	Read Replies (1) \| Respond to of 3891

The average guy might have said, "Oops, sorry about that." You DID insult someone. M

To: Thomas Scharf who wrote (1818)	5/22/2000 12:46:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 3891

Mr Scharf, I had not intended on addressing this, but in this market I cannot help myself. Your debut on this thread leaves me shaking my head as without ALA holding it up, NN would have been a teenager by now. Ya just can't please some people I guess, as from your post I can only assume this is what you might prefer and you were part of that 1% that voted the merger down. That is your right and I respect that, but cannot understand your attitude, especially as you basically admitted you have no idea about the company or what you are talking about. You are not being "forced" to do anything, and the suggestion alone tells me how far out in left field you may be. Add in a couple of your idiotic comments such as moving out of France and I can only wonder what you are doing in the market in the first place. Good luck with your decision, but do me a favor and leave the hard luck stories elsewhere as ALA has provided you with one heck of an opportunity, whether you take your money and run or hang on. regards, sf