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

To: Gene W who wrote (3225)	4/25/2001 6:52:22 PM
From: zbyslaw owczarczyk	Respond to of 3891

from Bell Canada: OPERATIONAL HIGHLIGHTS (Q1 2001 vs. Q1 2000, unless indicated) - DSL High Speed Internet subscribers grew 39% over Q4 2000 to 466,000; - Bell Canada's data revenue was up 31% to $810 million; - Cellular and PCS subscribers; grew 30% to reach 2.9 million; - Bell ExpressVu subscribers grew 70% to 796,000; - Bell Globemedia revenue was up 11% to $306 million; - Teleglobe data revenue grew 43% to $153 million; - BCE Emergis revenue reached $143 million. Mr. Monty commented: "Bell's continued investments in key growth markets delivered a record 130,000 new DSL High Speed Internet subscribers in the quarter biz.yahoo.com ZO

To: Gene W who wrote (3225)	4/25/2001 10:16:45 PM
From: zbyslaw owczarczyk	Respond to of 3891

Hi Gene W.-- One of the reason we see some cuts in capex is that desperate Lucent is almost giving away its products and this results in lower prices for some products, specially is US. ZO

To: Gene W who wrote (3225)	4/25/2001 11:40:43 PM
From: elmatador	Read Replies (1) \| Respond to of 3891

ZO as I'm concerned POTS switching is dead since 1997. I saw it coming. No one is making money with it. ALA keeps ity I think just to support its swicthes in France or may be sell it to francophone Africa. You're right there is a lot of cuts to be done in all telecoms vendros in the fixed side. We are just seeing it now. I think Siemens is making a huge mistake putting money in DSL (Efficient, more capacity and all.) I think this is just the Siemens people form the fixed side of the business trying to keep themselves alive. They wil be hiot in this DSL thing too. So will be ALA. DSL is bad news, ZO!