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

To: Michael M who wrote (1932)	6/6/2000 11:54:00 AM
From: MikeM54321	Read Replies (3) \| Respond to of 3891

Michael- "Churn, churn, churn..." Sadly you are probably correct. Thread- Can anyone familiar with the detailed revenue breakdown in ALA's Q100 dispute the stats below. Not so much where ALA ranks, but the reduction in sequential revenues. 1Q00 Access Market Leaders / Sequential Growth 1. Lucent + 18% 2. Cisco + 29% 3. 3Com + 7% 4. Nortel -19% 5. Alcatel -11% I don't have the breakdown in Q100 revenues for Alcatel access products(access concentrator and CPE DSL modems). For Q499, Alcatel did $138 million in Access Concentrators, and $22 million in DSL modems. Did they really do 11% less in Q100? I just find it hard to believe considering the explosion of DSL lines provisioned in Q100. -MikeM(From Florida) PS The rankings above include both coaxial and twisted copper. Hence ALA number five position. If DSL alone, ALA would probably rank at the top.