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


To: The Phoenix who wrote (2605)10/15/2000 10:49:22 PM
From: zbyslaw owczarczyk  Read Replies (1) | Respond to of 3891
 
Gary you posted CSCO PR, here is from ALA:

Alcatel Reaffirmed by Dell'Oro as Worldwide DSL Market Leader
Paris - August 31th, 2000 - Alcatel (Paris: CGEP.PA and NYSE: ALA) today announced that
new research by Dell'Oro Group has reaffirmed the company's huge worldwide lead in the ADSL
market. Alcatel's ADSL market share as measured by line shipments into central offices during
the second quarter of 2000 increased to 54.2%, more than three times that of its nearest
competitor. Alcatel has shipped more ADSL lines than all other suppliers combined since volume
shipments began in 1998, according to Dell'Oro data.

"In the second quarter of 2000, ADSL continued to be the DSL technology of
choice, representing 76% of all DSL lines shipped," said Willem Verbiest, vice
president responsible for Alcatel's DSL business. "ADSL continues to grow at the
expense of SDSL, and Alcatel is clearly the market and technology leader in
that space."

Moreover, Alcatel's cumulative market share increased ten percentage points over the same
period last year to 54%, while the share of its nearest competitor declined eleven percentage
points to only 13%.

Overall Alcatel shipped more than one million ADSL lines in the second quarter, bringing the total
for the year-to-date to 1.8 million. In June of this year Alcatel up-rated its forecast for total DSL
shipments in 2000 to 5 million, and these latest market figures put the company on target to
achieve that goal.

"The challenge for Alcatel in aggressively growing shipments in the ADSL market
has become one of supply, not demand." said Pearse Flynn, president of Alcatel's
carrier networking group. "Our order book is huge, and our efforts are shifting so
that we can manage our supply chain for the benefit of our many ADSL
customers world-wide, in the face of an industry wide components shortage.
These figures prove that we can do just that."

Alcatel's market share is fuelled by sales to the world's largest and most successful network
operators, most at the beginning of aggressive and large-scale ADSL rollouts. In North America,
SBC Communications, Verizon, Bell South, Bell Canada and New Edge Networks are in the
vanguard of ADSL deployment. There are an estimated 130 million local copper pairs connecting
homes to the telephone network in North America, and each one is potentially a DSL connection.
The picture in Europe is as positive. Alcatel's high profile European customers include France
Telecom; KPN of the Netherlands; Telefonica of Spain; Telecom Italia; Belgacom; Swisscom;
Telekom Austria. In the UK, BT launched its initial broadband portfolio to service providers,
corporates and other licensed operators on June 29 this year and yesterday launched its
entry-level broadband offering - BT IPStream 500 - using Alcatel's ADSL modem technology. BT's
rollout currently covers 35% of UK households, equating to 7.3 million homes and over 1 million
businesses.

Kingston Communications, a competitive service provider in the UK market, is currently offering
one of the most advanced ADSL-based services in the world. Customers have the option of
subscribing to 55 channels of high-quality broadcast digital television, on-demand movies, fast
always-on Internet browsing, email and telephony. Kingston's aggressive roll-out plans will move
up a gear on the advent of local loop unbundling in Europe.

In Asia Pacific major customers include Singapore Telecom; Telstra of Australia; Shanghai PTA;
Hong-Kong Telecom. Hanaro Telecom of Korea is Alcatel's second largest ADSL customer
world-wide. South America is also a burgeoning market for ADSL, and last quarter Alcatel
shipped to customers in Brazil, Mexico, Argentina and Chile.

Mr. Flynn added: "The textbooks say that when you have more than double the
market share of your nearest competitor in a tornado market, you own that
market. Alcatel is the 'A' in ADSL."

About Alcatel DSL
Alcatel is the world's leading supplier of DSL solutions, helping service providers everywhere
deploy an expanded range of revenue producing offerings and applications such as high speed
Internet access, voice over DSL, and video services. Alcatel's DSL solutions are available on a
variety of service platforms, including the Alcatel 7300 and 7350 ASAM; the Litespan NGDLC;
and environmentally hardened DSLAM packages optimized for remote terminal deployment, the
Alcatel RAM (Remote Access Multiplexer) and mini-RAM. This complete set of deployment options
gives service providers the flexibility to bring DSL service to all potential subscribers in their
service areas, regardless of network topology. A unified element management solution, AMS
(Access Management System), manages voice and data services for the Litespan and the
ASAM product family. The Alcatel 46020 Network Manager, an integrated scalable network
management solution, seamlessly manages these products at the network and service layers.
Alcatel's DSL technology is also offered in an advanced range of customer premises equipment,
the Alcatel Speed Touch" family of DSL modems, routers, and integrated access devices
supporting multi-line voice and data service over a single telephone access line. For more
information on Alcatel's DSL solutions, visit alcateldsl.com

About Alcatel
Alcatel builds next generation networks, delivering integrated end-to-end voice and data
networking solutions to established and new carriers, as well as enterprises and consumers
worldwide. With 120,000 employees and sales of EURO 23 billion in 1999, Alcatel operates in
more than 130 countries.

Contact press@www.alcatel.com



To: The Phoenix who wrote (2605)10/15/2000 11:02:40 PM
From: zbyslaw owczarczyk  Read Replies (1) | Respond to of 3891
 
Gary, as far as standards in DSL as concerned:

a) if someone owns more then 54% market shares it also
establish to some extend standard

b) entire 4.5 billion of access part of Pronto belongs to Alcatel

c) major portion of Verizon, BT, Bell South and others is provided by ALA. Yes US West went with CSCO specification.

d) Ameritech(part of SBC), which gave CSCO complementary deal
to Pronto this year wants CSCO DSL to be according to the same specification as ALA
BTW, so far CSCO is delivering to this deal the same way they did to ION - nobody saw gears in the SBC lab yet.
ALA will take it ( at least good portion anyway)

e) the reason SBC joined with CSCO and COMS is that those vendirs have to make DSL according to SBC specification, which is ALA, Nokia and other specification

and please do not tell me about legacy .....
ALA and Newbridge won many new deal with new carriers, about which you can read by looking at they press releases

look what is doing New Edge ( many hundreds millions of $ within the last 10 months, everything financed by MSDW, Goldman Sachs, no vendor financing)

Zbyslaw