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

To: Kenneth E. Phillipps who wrote (2390)	9/16/2000 9:20:26 AM
From: zbyslaw owczarczyk	Respond to of 3891

Kenneth, weaker Euro, let ALA sell more in US. So, revenue goes up, where impact on income is negative (is US $). Stronger US $ will be negative for US competitors to enter European market, which will growth faster then US over the next two years. As you know in Europe carriers like BT,DT or FT are about 18 months behind US, so they spending will accelerate. At the end, it may be neutral situation(income/reenue), however ALA will gain market shares.Also lots of contracts on global basis is done is US $, so this have positive effect on eps in Euro. Finally, about 2/3 of float occurs in Paris, and most analysts are looking is performance in Euro, to get idea how the company is performing. Always when there is s preview of ALA expectation before Q numbers, they talk about Euro ( income and revenue). Regards Zbyslaw