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

To: elmatador who wrote (3012)	2/16/2001 6:18:38 PM
From: zbyslaw owczarczyk	Respond to of 3891

I was expected such statement form competitor employee (Siemens) If I were you I would better look at Siemens, which mainly is based on lod telecom technology. Handset will not save Siemens. The have no optical story, no good IP story, no IP+ATM no migration from voice switching to packet etc ......... look at margins, profit ....... btw, ALA exposure to circuit switching in only in Europe and account for less then 10% of revenue, where NT and LU exposure is huge. You better start to think about your lovely wireless. Carriers spent 200 billions on licenses and when they are going to build network and show revenue. Guess what, all US ROBC are accelerating DSL deployment b/c this can bring immediate revenue stream and money, using just old copper network as a last mile solution. When FFTH will arrive, ALA will, in fact is ready. Seems to me that you like to use every opportunity to bush Alcatel, and even guys on last mile thread question you statement, way of balanced line. Only you story on Siemens thread you set up looks great, and looks like Siemens is wining the world ZO