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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (334)	7/6/2000 6:43:05 PM
From: MikeM54321	Respond to of 46821

"Are you sure? <vbg>" Ray- I'm sure. I'm uncomfortable in this respect. You see I spent a GREAT deal of time studying Alcatel and it's relationship to the edge and access networks. Both wired and wireless. And I enjoyed commenting on the previously, very obscure, positioning of the Alcatel equipment line(and it's possibilities with the Newbridge merger). But that was about $30 billion earlier! Now that it's at a cap of $66 billion, I'm not so sure it's such a fantastic investment idea anymore. Just didn't want anyone to mistake my messages as any kind of investment recommendation at these levels. Nonetheless, it's still a very interesting player in the worldwide telecommunications equipment game. -MikeM(From Florida) PS Maybe it was even $40 billion ago. I thought when I really was onto something, I recall the cap being around $22 billion? Maybe less. I just can't remember and the NN deal obscures the figures now.