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

To: zbyslaw owczarczyk who wrote (3029)	2/19/2001 7:41:33 AM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

SINGAPORE, Feb 19 (Reuters) - French telecoms equipment maker Alcatel is confident it will meet its own sales forecast for 2001 despite a slowdown in the U.S. economy, Chairman Serge Tchuruk said on Monday. Alcatel, whose shares were hit last week after Nortel Networks Corp (NYSE:NT - news)(Toronto:NT.TO - news) slashed its 2001 revenue estimate by half and warned of a first quarter loss, forecast 25 percent sales growth in the first quarter and 20 to 25 percent for 2001. Tchuruk, who was in Singapore for Alcatel's chairman council meeting, told a news conference the numbers were achieveable. ``Among the larger ones (telcos), we seem to be the only one not to have a profit warning...we seem to have done better than many of the competitors,'' he said. Tchuruk said Alcatel's strategy of focusing on research and development and high growth value had been correct. He reiterated what the firm, which makes fixed and wireless networks, fibre optic cables and mobile handsets, had said last week that there was no reason for a revision unless there was a further deterioration in global economies. Tchuruk said the United States accounted for only one-quarter of the group's revenue last year, while Europe contributed 52 percent and the Asia-Pacific region made up about nine percent. He said a good revenue mix in terms of geography, customers and product portfolios helped protect its targets. On the Asia-Pacific front, Tchuruk said Alcatel's sales growth in 2001 would be at least double the market's growth, which was estimated at around 15 to 20 percent. He said telecoms equipment for fast Internet access and data networks were among the fastest growing segments in the region. ``Today, we see much safer ground for growth in Europe and Asia than in the United States,'' he added. In the longer-term, Tchuruk said the Asia-Pacific region's revenue contribution to the group was expected to rise to 20 percent and that of the U.S. to 30 percent, while Europe's contribution was expected to decline to about 40 percent.

To: zbyslaw owczarczyk who wrote (3029)	2/19/2001 7:44:37 AM
From: elmatador	Read Replies (1) \| Respond to of 3891

Thanks for your reply. Not exactly. You need optics in the core. I said and say it once again, air interface will beat the ADSL solution in the Last Mile. HDSL and HDSL2 and SDSL will survive because of it is a part of the leased line business of the telcos.