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

To: Steve Fancy who wrote (2339)	9/7/2000 7:15:51 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

An Alcatel spokesperson also told Light Reading that "Dell'Oro's figures don't take into account portions of the optical transport market such as submarine networking and digital cross-connects, where Alcatel has a leading presence." lightreading.com "But Clavenna cautions against drawing too many conclusions from the figures. "Alcatel is doing better with its DWDM products," he says. It's not doing as well with Sonet. When you clump all of the optical networking gear this way into a single number, it doesn't tell the whole story." According to ALA annual and Q report optical business showed strong growth on Q/Q and Y/Y bases Zbyslaw

To: Steve Fancy who wrote (2339)	9/11/2000 5:38:17 PM
From: zbyslaw owczarczyk	Respond to of 3891

Alcatel Removed from `Fresh Money Buy List' at Morgan Stanley By Clare Malcomson London, Sept. 11 (Bloomberg Data) -- Alcatel (CGE FP) was removed from the ``fresh money buy list'' by analyst Angela Dean at Morgan Stanley Dean Witter. ------------- ON the other hand CSF Boston repeated BUY on ALA today. Since Morgan Stanley Dean Witter was listed as the underwriter for the global offering for the Class O shares to reflect the performance of its Alcatel Optronics division, we may see a case when MSDW do not want to promote ALA during that period. They stayed on sideline when ALA/NN merger was announced. Fresh money means they recomend to keep current position, but not put new money, so.... they clients can buy at lower level. Zbyslaw