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

To: telecomguy who wrote (2687)	10/31/2000 10:19:28 AM
From: Ian@SI	Read Replies (2) \| Respond to of 3891

Newbridge was too small, lacked credibility and, as became obvious toward its end, was never going to attain the success that its technology warranted. To presume that the Newbridge equipment sales would have happened anyway completely ignores the reality of Newbridge's plight. ALA + NN combined have proven to be much more powerful than either could have been alone. Playing the "what if it never happened" game seems rather unproductive. It did happen and it has been wildly successful, beyond my dreams, and, I suspect, even the principles' expectations. JMHO, Ian.

To: telecomguy who wrote (2687)	10/31/2000 5:19:10 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

Alcatel will supply equipment worth about $1.1 billion for a new trans-Pacific fiber-optic cable. plus minium $v100 million for land- based communications network. If 360network second trans-Pacific netowork will be build, it could mean up to another $600 million in supply contracts for Alcatel. quote.bloomberg.com ews.ht Vancouver, Oct. 31 (Bloomberg) -- Alcatel SA will invest as much as $1 billion in 360networks Inc. and supply materials to the Vancouver company for a planned underwater fiber-optic cable linking North America and Japan. 360networks stock rose as much as 19 percent. 360networks said the investment by Alcatel, Europe's No. 2 maker of phone equipment, will consist of convertible preferred shares. Alcatel will supply 360networks with underwater telecommunications equipment worth about $1.1 billion for a new trans-Pacific fiber-optic cable. Construction will begin in November, and the cable will be in service by April 2002. ``We see demand for trans-Pacific traffic exploding'' over the next few years, 360networks Chief Executive Greg Maffei said on a conference call to analysts. Singapore Telecommunications Ltd., Southeast Asia's biggest phone company, has agreed to buy at least $200 million worth of capacity on the planned trans-Pacific cable, Maffei said. 360networks also agreed to buy at least $100 million in Alcatel equipment for construction projects on 360networks' land- based communications network. 360networks said it may also build a second trans-Atlantic cable to mesh with one already under construction. Maffei said his company will decide within 90 days whether to proceed with a second trans-Atlantic cable. If the project goes ahead, it could mean up to another $600 million in supply contracts for Alcatel, he said. 360networks rose C$2.85, or 12 percent, to C$26.95 in late Toronto trading after being halted for much of the day. Shortly trading resumed, the shares rose as high as C$28.70.

To: telecomguy who wrote (2687)	10/31/2000 5:29:06 PM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 3891

Hi telecomguy. As far as optics, recent reports including Dell Oro did not include submarine DWDM. If you want I can find an article, and statement form Dell Oro. This year ALA will hit 7 billion in optics. Alcatel Internetworking division grew 100%, without Newbride it would be 75%. Ask yourself question what Nortel would do without buying for free (300 mil US) OPtera/Cambrian from Newbridge in late 1998......!!! It will be very difficult for NT to fight ALA in submarine, specially that ALA have much broader solution in this space. You know very well it is not easy to substitute former vendor. NT sold its submarine div.( no NT product are involve right now) to ALA, which account on minor part of ALA submarine. 40 gig race is still open question. I am looking for Sprint (FON) optical contract in coming days. Did you notice that for the first time ALA become 10+ % customer of JDSU. Huge portion of SDLI revenue comes from Alcatel. Regards Zbyslaw