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

To: MikeM54321 who wrote (2868)	1/11/2001 9:53:19 AM
From: Ian@SI	Read Replies (1) \| Respond to of 3891

Mike, I have no idea whether or not ALA will sell 20M cellular handsets. As this is less than 5% of the cellular handset market, it doesn't strike me as being significant. And even if they were to sell 0 handsets, do you think that would have any impact other than a rounding error on ALA's results? Ian

To: MikeM54321 who wrote (2868)	1/11/2001 5:41:58 PM
From: zbyslaw owczarczyk	Respond to of 3891

Mike, first you ask me about DSL, and COO during MDSW presentation has mention 6 million lines what is slightly better. CEO has already stated last Saturday that revenue will be well above 35% what tells me that they will do promised upper 30's. Handset business is very small to the rest of revenue,nevertheless I believe ALA will do 20000 units. Mobile infrastructure in much more important and bigger. ALA gained market in handsets in Q3 and had steady shares in Q4, what indicates that 20 millions will happen. Still, handsets are dust on the floor in overall business.. ZO