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

To: elmatador who wrote (3240)	4/29/2001 4:09:35 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 3891

ALA handset business accounts for just 7% of revenue. The rest optics, (will grow this year 25%),and carriers networking (will grow 50%) is frist class, where Siemens is 2-nd rate players whi is loosing shares. May be theya re good in building dams or elecric engines.. BTW, ALA vendor finance is 1.6 billion Euro out of 32 billion revenue. It is only 5% and it is very low number compare to others. Now elmo, you can go and study ALA financial statement for Q1, and historical trend during each fiscal year (margins, inventory etc.) before you write again. If you listen to CC , clearly analysys had different view form your, Mr. Siemens. ZO