Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Steve Fancy who wrote (2002)	6/16/2000 2:42:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 3891

PS Steve- One more thing. Notice at the top of the worldwide stats link, the amount of current worldwide GSM users there are. Now some believe you need to add TDMA count to this. So add the two together and compare to CDMA. I think you'll be surprised. In the US we hear SO much about CDMA that we don't know we are a small part of the mobile wireless world. Today, CDMA is a relatively minor player on the world stage. IMVHO, I think Serge is making a smart move positioning ALA future products to cater for the, 'here and now,' GSM world as we transition to mobile wireless data.

To: Steve Fancy who wrote (2002)	6/16/2000 4:51:00 PM
From: Gayle Riggs	Read Replies (2) \| Respond to of 3891

Steve, <Thank you Mike, I'm going to review these links shortly. Something sure seems to have come out of the blue this morning, though the stock has really been holding as strong as an ox since I sold my June options<g>.> Maybe investors are realizing ALA is strong in the optical space and compared to the valuations of NT, JDSU, SDLI, and GLW appears more reasonably valued. G Rig

To: Steve Fancy who wrote (2002)	6/16/2000 5:43:00 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

submarine optic business is booming, specially in Asia and ALA owns 40% global market shares. New 40 gig system in trials in customers, including US and is doing well. Broadband access business (xDSL and LMDS) is growing very fast and ALA/NN owns 50% global shares. New 50 gig is ramping ..... and NN kicked out LU from major carrier. With 35% revenue growth and higher eps growth, I see no reason why ALA should trades at 100% discount to NT. I am not going to debate what is an appropriate premium for NT, but 100% discount is way to low. NT leads optics , where ALA leads broadband access ( huge market) and soon will IP/ATM switch-router market for large service provider. As for action, may be ALA will decide to make early positive preannouncement. But this of course is pure speculation. Zbyslaw

To: Steve Fancy who wrote (2002)	6/16/2000 6:44:00 PM
From: c. carlson	Respond to of 3891

ALA & WIDCOMM //Bluetooth wireless device space*NEWS I saw a couple of articles on this today, biz.yahoo.com Quote: If you're looking for a company that is really riding the wave, however, it might be Widcomm, a small (100 employees) San Diego company focused exclusively on Bluetooth. It is currently developing products for Handspring, Dell (Nasdaq: DELL - news), Psion and others and has attracted a legion of top-rank investors. Last week it closed a second-round of financing totaling $35 million that included TexasInstruments (NYSE: TXN -news), Alcatel (NYSE: ALA -news), Philips (NYSE: PHG - news) and Psion. ---------- The other article was from TheStreet.com, sorry, don't have URL.