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

To: MikeM54321 who wrote (2619)	10/17/2000 8:43:12 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

Mike, re: CLEC I do not remember exactly, but they exposure to risky CLEC, I mean those who may have problems with founding is extremely low( as of September). Based on what I heard the same can be said about CSCO. I have been given example of case I know well when New Edge in US, one of the fastest growing CLECs, founded by Morgan Stanley and Goldman Sachs is ramping like crazy, based on 350 Newbridge new access switch( can do both, xDSL and LMDS).Original ALA products are targeting guys like SBC , Verizon. As I said before ALA projection is for upper renge of 4.5-6 million lines, sold to carriers this year. Of course the biggest customers are ILEC and this is where even Copper M. is going to shift its focus. Zbyslaw