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

To: Kenneth E. Phillipps who wrote (1930)6/6/2000 10:06:00 AM
From: MikeM54321  Read Replies (2) | Respond to of 3891
 
Ken- No comment from me on that one<g>.

Thread- Did anyone catch the analyst comment this AM on CNBC. It was a suggestion investors move money out of Alcatel and into Ericsson. Supposedly the same analyst said the opposite previously. Just wondering what his reasoning could possibly be? Thanks. -MikeM(From Florida)



To: Kenneth E. Phillipps who wrote (1930)6/6/2000 8:56:00 PM
From: zbyslaw owczarczyk  Respond to of 3891
 
Kenneth, it is not coincidence. This big shopping bag
(CSCO) is late to optical business and is trying desperately to get expertise.
They try to claim to be No 3 in optical business, but forgot that ALA is No 3 (No 1 in undersea ) with 7 billion overall this year.Something CSCO can only dream.

Zbyslaw


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