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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (9795)	2/16/2001 3:23:58 AM
From: FESHBACH_DISCIPLE	Read Replies (3) \| Respond to of 14638

to elmatador halleluhah eom

To: elmatador who wrote (9795)	2/16/2001 4:46:11 AM
From: zbyslaw owczarczyk	Respond to of 14638

France's Alcatel Says It Maintains Outlook For Q1 PARIS -(Dow Jones)- French telecommunications equipment supplier Alcatel SA (ALA) said Friday that it maintains its revenue forecast for the first quarter despite growing signs of widespread gloom in the industry. "We maintain our outlook for the first quarter," a spokesman at Alcatel said. Alcatel's comment comes on the heels of a profit warning Thursday by Nortel Networks Corp. (NT). Nortel issued the warning for the first quarter and the rest of the year due to a fall in sales primarily to North American-based carriers of optical transmission gear for long-haul networks and legacy circuit switch technology. Last month, Alcatel Chairman Serge Tchuruk said he expects the group's revenues to grow nearer to the bottom of the 20% to 25% range. Earlier, Alcatel lowered its revenue growth forecast for the year to between 20% and 25%, from a target of more than 25%. -By David Gauthier-Villars, Dow Jones Newswires; 33- (0)1-40171740, david.gauthier-villars@dowjones.com -0- 16/02/01 08-39G (This story was originally published by Dow Jones Newswires) Copyright (c) 2001 Dow Jones & Company, Inc. All Rights Reserved ZO

To: elmatador who wrote (9795)	2/16/2001 4:52:02 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 14638

Elmo, acctually carriers is US (Europe and Asia strong as idicated by NT,CSCO and ALA. You are old busher of fixed connections like DSL and optics and big fun of wireless) are filling existing networks with DWDM metro and DSL+ATM. And this is why CIEN is doing well and ALA in US is doing well. Many carries in US indicated that connectiong customers (acsess part like DSL) is now priority. Now you can argue with me , but the fact of the matter is ALA is on track with Q1 as posted earlier. Another point is old voice switching in Europe is OK for the next 12-18 months and you employer Siemens is much bigger player in this filed then ALA. ALA is migrating its customers to packer nets Soft switch + ATM/SS7 where Siemens have nosolution and will suffer soon. ZO