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


To: Ian@SI who wrote (2869)1/11/2001 10:18:11 AM
From: MikeM54321  Read Replies (2) | Respond to of 3891
 
Ian- Since handset growth appears to be the star of the e-business unit(Q300 sequential drops in PBX and LAN switches which I can't see doing much better in Q400), and e-business was 13% of Q300 revenues. So handset sales may indeed be significant. That is why I thought ZO may have some detailed figures and updates as he follows ALA closely.

So yes. If handset sales were zero it would have an impact other than a rounding error on ALA's results. Sorry if I disturbed you with my question. -MikeM(From Florida)

PS If memory serves me correct, ALA is number four in the world in handset sales. IMVHO, it's not an insignificant position.