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


To: zbyslaw owczarczyk who wrote (2699)10/31/2000 9:36:49 PM
From: zbyslaw owczarczyk  Respond to of 3891
 
few others notes form CC. ALA exposure to vendor financing is 1-2% only
for example new carriers in LMDS, which will contribute significantly to
next year revenue will always find better deals on market , rather then dealing with ALA
(I remember ALA recently made financing deal with Citibank)
ALA will have to improve working capitol which should significantly reduce expanses over the
next few years
lots of emphasis on terrestrial optical networks next year
plus of course submarine networks

Zbyslaw