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

To: zbyslaw owczarczyk who wrote (2611)	10/16/2000 5:59:59 PM
From: zbyslaw owczarczyk	Respond to of 3891

In meantime some example of media manipulation: biz.yahoo.com Richard Thomson, Columnist wrote: "Meanwhile, Alcatel, the French equivalent of Lucent, continues to insist that sales in at least some of its divisions will rise by a healthy 30% in the third quarter of this year." ALA stated that entire company will grow at least 33%, most likely 35%. In the some statement ALA said that unit which combine optics and internet activity will grow 30%, but of course Mr.Thomson forgot to say what that pure optics will grow in 70% range as indicated by ALA. He went even further and suggested that optical grow in general may slow(LOL). Hard to believe how writers can twist the facts. columnist wrote: "But that can't divert the market's suspicions that it will suffer from the same problems of slowing demand for optical systems, circuit switching and other techno-wizardry that, until only a couple of weeks ago, investors saw as watertight business. Therefore it was not too surprising to see Alcatel's shares drop 10% to 68.70 euros after Lucent issued its profit warning. Slowdown in Lucent optical business contradicts soaring demand as proofed by GLW,NT,ALA and JDSU comments and results. ALA has no exposure to circuit switching in US where demand is dropping quite fast. ALA has exposure in Europe, Asia and S. America, where demand will remain healthy for some time and ALA sell much less circuit switching then Lucent. Zbyslaw

To: zbyslaw owczarczyk who wrote (2611)	10/16/2000 6:07:13 PM
From: shotski1	Read Replies (1) \| Respond to of 3891

We'll revisit this subject one or two quarter from now. Thats a great idea zbyslaw owczarczyk.

To: zbyslaw owczarczyk who wrote (2611)	10/17/2000 11:01:42 AM
From: The Phoenix	Read Replies (1) \| Respond to of 3891

ZO, I'm not sure why you persist in stating these are my opinions or CSCO's when I've already told you i have the report and am stating facts from the Del Oro report.... per unit ASP's for ALA DSLAM's have gone from $8051 per unit to $3731 per unit according to Del Oro... Now you know - I know - everyone knows that there is some funny business going on here since DSLAM's are far more expensive than this. For example CMTN's DSLAMs were 19,240/unit last year... and have actually increased in value - to $29,200 this year. And CSCO prices have been steady around $15,000. So, you tell me.... what funny buinsess is being played and by whom? ALA is so far under the market price one can only assume - from the data - that they're giving the stuff away.. BTW: Same on the CPE where ALA prices have gone from $236/unit to $197/unit. I'm just stating the facts as they are written - not opinions. However I will give you an opinion... VDSL is going no where.