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

To: N/E PATSFAN who wrote (2256)	8/16/2000 12:29:54 AM
From: Michael F. Donadio	Respond to of 3891

You've done a great job trying to put the pieces of the puzzle together. ADI's CC today said a lot about how heavily they are into DSL. 90% of Korea's deployment is dependent on ADI chips which according to ADI is the largest DSL deployment in the world with over 2 million lines this year. I can't see ALA just giving the business over to ADI though, but Scrapps has a rumor that ADI will be making the chips for ALA. As I said JUST A RUMOR. (http://www.siliconinvestor.com/readmsg.aspx?msgid=14211118) Thanks for positioning the pieces so well, Michael

To: N/E PATSFAN who wrote (2256)	8/16/2000 3:39:57 AM
From: Scrapps	Read Replies (1) \| Respond to of 3891

N/E PATSFAN: Go here.... stephens.com Register it's free. then go to... stephens.com If you read the bulletin dated 8-2-00 for AWRE you'll see this: "• Alcatel’s chip unit. We believe that Alcatel Systems, which manufactures DSL access concentrators for the Regional Bell telephone companies, is preparing to buy ADSL chips from suppliers other than Alcatel’s captive chip unit, which has struggled both on quality and quantity issues. Top contenders for the business are, in our judgment, Texas Instruments and ADI. Even a partial victory at Alcatel by ADI would substantially boost Aware’s market share, which we now place at 40% to 45%." IMO TXN isn't in the running and ADI could be already shipping to ALA...remember Newbridge uses ALA. All IMO of course.