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


To: zbyslaw owczarczyk who wrote (3329)5/24/2001 12:52:09 AM
From: elmatador  Read Replies (1) | Respond to of 3891
 
This is my new long term view ZO:

To:westpacific who wrote (3754)
From: elmatador Saturday, May 19, 2001 1:36 PM
Respond to of 3880

Old Economy is striking back. New Economy is out.
THE WRITING IS ON THE WALL
1) Oil prices increased
2) Black out in the heart of new economy mainland
3) Energy problems strike at the heart of the environmentalist mainland California
4) 25 billion in new gas projects in Saudi Arabia

Next ten years will be dominated by infrastructure. Big Oil and energy related industry will be the main engines of the economic growth.

The good thing of this is that will not be concentrated in an small region. It will be worldwide. The potential is huge.

I am now diversifying:

Schlumberger Old Economy Services for the oil industry and SIM CARD technologies. You one foot in the old economy, another in the new economy.

Deutsche Telekom, dirty cheap now. Huge potential for 3G.

Now, can you show me anything beyond the ALA's press releases? What is your long term view?



To: zbyslaw owczarczyk who wrote (3329)5/24/2001 12:18:59 PM
From: Steve Fancy  Respond to of 3891
 
FWIW, Just heard CNBC's oversea's commentator say that ALA had been up slightly in Paris as rumor is apparently that there will be no full merger.

Steve



To: zbyslaw owczarczyk who wrote (3329)5/24/2001 12:29:04 PM
From: pat mudge  Respond to of 3891
 
news.morningstar.com



To: zbyslaw owczarczyk who wrote (3329)5/24/2001 3:16:54 PM
From: Steve Fancy  Read Replies (2) | Respond to of 3891
 
Well, Faber makes it sound much different stating people close to the talks of told him talks are progressing and they hope to have an announcement one way or the other within a week or so.

Steve