Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MikeM54321 who wrote (3139)	3/21/2001 5:03:50 PM
From: Ian@SI	Read Replies (2) \| Respond to of 3891

Mike, I'm not as big an ALA investor as I was 6 months ago. However, there is a time delay between ALA shipping ADSL capacity and its Customers acquiring subscribers. I've not looked at the full logistics of this process. All the same, it doesn't disconcert me to see that ALA ships a few more lines than there are current subscribers. Number of subscribers is a backward looking statistic. ADSL capacity shipped is a forward looking statistic; and ADSL usage is growing rapidly. Perhaps, if you're really concerned about this, a query to IR will give you the information that we're missing. Ian.

To: MikeM54321 who wrote (3139)	3/21/2001 6:15:22 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

May be in US but not outside.Both VZ,SBC,BLS and Bell Coanda have big numbers of DSL lines to be deployed this year. They plans for the next few years are much bigger then ALA can provide. For example DT have three customers, including ALA. The bottom line is, growth in DSL will be huge in 2001-2003. After monster spending on core optical beckbone in 2000 , it is time to fill capacity with metro and access like DSL. Tis is the only way carriers can get $ from their current investment in optical backbone. ZO