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

To: Steve Fancy who wrote (2365)	9/13/2000 6:40:52 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

Hi Steve-- I could not resist not to at about 10% today at 72 1/4. Added also few shares of NT at open. Where last week volume in Paris was well below average, this week was different story, specially today with over 10 million shares ( last time I saw that volume was after Q2 results). There was real war during last 2 hours in Paris : finance.fr.yahoo.com Here in US, ALA closed exactly at 50 DMA, 1$ above Paris close, on very strong volume. I am quite confident that this 10% I added will be worth much more in 4-8 weeks. It was was joke what said analyst about Intel, " he suspect supply issue and Intel inability to execute. What excuse. Also media are putting negative spin on No.2 outsourcing company warning, but lack of positive spin on JDSU and NT comments, not to mention Solectron good results. Todays comments by CEO of NTabout allege slowdown( analysts imagination.....), are in line with ALA and JDSU comments on recent meetings. Zbyslaw

To: Steve Fancy who wrote (2365)	9/13/2000 6:44:08 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

Alcatel's Rolf Terjung on Prospects for UMTS Services: Comment By Adri den Broeder Prague, Sept. 13 (Bloomberg) -- Rolf Terjung, marketing manager of Universal Mobile Telecommunications System-based products at Alcatel SA, comments on prospects for UMTS services, which offer data transmission speeds as much as 40 times faster than existing mobile phone networks. Alcatel is Europe's No. 2 phone-equipment maker, selling materials used to build mobile phone networks as well as handsets and network maintenance services. Terjung spoke at a Prague conference on GSM in Central and Eastern Europe. On attracting users to UMTS and General Packet Radio Services mobile phone networks: ``Operators are increasing their subscriber base even if it costs them money because these customers are the UMTS and GPRS customers of tomorrow. ``The drivers of GPRS and UMTS will be Wireless Access Protocol, because it enables the Internet on small displays, and Short Messaging Services, as a data service. In Italy, 10 million SMS messages were sent on Valentine's Day this year. WAP will make more sense with GPRS because it will be always on, and faster. ``There also will be new services, such as location-based services. The real GPRS revolution is always-on connectivity, where you charge only for data sent over the networks, not time spent online.'' On whether operators can go on using prepaid services with GPRS: ``Prepaid makes up 40 percent of the market in Germany, and 90 percent of users in some Eastern European countries. It is important to keep those customers. ``The bond between prepaid subscribers and the operator is not very strong. Value-added services can help keep prepaid customers loyal. There are no cheap GPRS phones at the moment, and when you're offering prepaid you need to offer a phone. ``Alcatel is No. 1 for prepaid phones. Our GPRS phone is designed for young users. Young people are particularly open for new data applications, from Internet to SMS, and prepaid GPRS also is expected to achieve the same level of success with the youth segment.'' On whether users will buy the new phones needed for the new mobile phone systems: ``The life span of a mobile phone is only two or three years anyway. ``With UMTS there will be a new kind of terminal. You have to think first, in that case, what applications will be used. For example, if you are mainly downloading films, you need a big screen. We're thinking of a small black box, with no functionality, and a set of attachments from keyboards to screens to PCs that you attach depending on which application you're using. ``UMTS will be introduced slowly, first in urban areas. You could get a phone that handles UMTS, GPRS and WAP so you could use it in a wider area. It won't attract new mobile phone users. It will (attract) GSM users used to global roaming, who won't accept only regional coverage. Some companies may decide, though, that UMTS only makes sense in urban areas, and GPRS will survive in other areas. ``I don't see UMTS really hitting the mass market until 2004.''