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

To: Steve Fancy who wrote (2437)	9/21/2000 11:09:51 PM
From: jbkelle	Read Replies (1) \| Respond to of 3891

Steve...DELL does not use AMD chips...not one...glad I sold half my ALA at 76 even though the stock continued up from there...acquired my ALA throught the purchase of NN around $20...I'll let the rest run and see where we are in a year...I appreciate the work you and ZO do to keep the latest updates posted here...JBK

To: Steve Fancy who wrote (2437)	9/22/2000 6:50:50 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

Since I do not follow INTC , I have looked at historical data of this company. hey typically grew infrom Q2 to Q3(always week) 0-5%, so INTC 3-5% growth is within historical range. Many analysts were surprised when INTC predicted 5-8% growth this year-the best growth in 5 years. So, I you see PC is healthy, as others PC related company stated. I am sure many potential buyers of new PC are waiting for new Windows version. Either you have new or two years old PC , you have the same "broadband" demand....... We have lots of cars on roads, but not enough roads.... ALA is recovering in Paris since the start. Euro is stronger , so as I write the price is 75.8/1.153 = 65.75 US $ The lowest was around 62.5 US I think ALA is well overdone, since was going down sharply in the recent days. BTW, micron technology few days ago indicated strong demand for D-RAM, what indicates the same Dell was saying: demand is picking up. Personally, the only PC makers O have is APPLE(since 1997), which is growing. Otherwise I stick to telecom and telecom related components chips, optical etc. Zbyslaw