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

To: Steve Fancy who wrote (2401)	9/19/2000 5:23:25 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

Analog Devices(alcatel dsl chipset supplier) sees record 2000 By Janet Haney, CBS.MarketWatch.com Last Update: 3:15 PM ET Sep 19, 2000 NewsWatch Latest headlines SAN FRANCISCO (CBS.MW) -- Analog Devices CEO Jerald Fishman said the analog and digital chipmaker supplies 50 percent of analog chips in today's base stations and that it expects to ship 7 million DSL chipsets this year. Fishman said Tuesday at the Banc of America Securities Investment Conference in San Francisco that the fiscal-year 2000 will be an "absolutely great year for ADI (ADI: news, msgs)," adding that it will be ADI's best year yet. The CEO projects double-digit sequential-sales growth for the fourth quarter, with year 2000 sales growing 75 percent from 1999 levels. For 2001, sales should grow 45 percent from 2000, Fishman added. Janet Haney is a reporter for CBS.MarketWatch.com.

To: Steve Fancy who wrote (2401)	9/19/2000 6:57:28 PM
From: zbyslaw owczarczyk	Respond to of 3891

Steve, re: tracking shares if ALA will price new shares between, what ALA bear William Choi, a Paine Webber analyst said(9 billion) , and 15 billion what others are saying, then ALA will rise lots of cash. Since ALA is planing to sell 20%, then they will get over 2 billion of new cash. Energy business will bring at least 800 millions( per analysts). Adding everything to current net cash position of over 3 billion, ALA will end up with over 6 billion $ in cash. At this point I smell some selective acquisitions of small companies to fill any holes which may exist. Cash acquisitions should not have any significant impact on eps. Zbyslaw

To: Steve Fancy who wrote (2401)	9/19/2000 7:30:08 PM
From: zbyslaw owczarczyk	Read Replies (4) \| Respond to of 3891

Steve, what a market manipulator:" Intel, the No. 1 chipmaker, surged 4.56 to 60.38, its biggest gain since June 19. Banc of America Securities' Richard Whittington raised Intel and Advanced Micro to ``buy'' from ``market perform,'' after cutting ratings last week. " That's the way they operate. Did you see today: all major chip companies gained 5-10% on heavy volume. ZByslaw