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

To: zbyslaw owczarczyk who wrote (1949)	6/6/2000 7:03:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

Today conference summary: Most of talk was done by Flynn and Probu a) demand for broadband access like DSL and LMDS greater then expected b) NN leadership position in core LMDS , ALA in access+ NN in SDL and ALA in ADLS/ over NN 40620 management platform put ALA in absolute leadership position c) ALA /NN DLAM and (350 access platform from NN) have 5000 line density on one rack over 10X over competition d) CSCO can in theory install ATM and DSLAMs only on Ameritech territory, not Pacific Bell or Southwestern Bell. ALA will take Ameritech business anyway , even if they have to lower prices. e) lost of upgrades in xDSL business f) NN will take No.1 position in US from LU in ATM business g) NN already No1 in Europe and Asia h) ALA is starting from No.3 position in optics and CSCO which is well behind have to prove itself. It takes more then one box for & billion to offer full optical platform i) 40 gig optical system will be available next year . 10 gig now Zbyslaw