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

To: larry pollock who wrote (3445)	6/19/2001 12:35:55 PM
From: elmatador	Read Replies (3) \| Respond to of 3891

Sagawa is correct. We have had a blip on the telecoms market. With those gas companies and public utilities investing in the sector. Now that this boom is over, telecoms will come back to its historical growth rate of 10 to 12% a year. All those companies will have to shrink to their natural size. CSCO will go back to be LAN gear vendor. Telecom vendors will go back to sell telephony and transport gear. All like before. Remember when GM went to data systems (EDS). Remember when Ford went to aerospace? They all returned to bolt cars together. Just wait and you will see. All those small companies that gravitate around the big ones waiting to be bought by them? They will be 'histoire'!

To: larry pollock who wrote (3445)	6/19/2001 5:07:24 PM
From: Steve Fancy	Respond to of 3891

Well Larry, rode this puppy into the ground. Any weakness tomorrow as it looks like and I'm bailing. Will stay involved but with leaps only. Very disappointing. More damage control than anything else. Still believe in the company but this puppy could be heading for 15-16 before it's over yet. Damn. If 'ole serge has anything to prop up the stock price at all I would expect to hear it tonight. Regards, Steve

To: larry pollock who wrote (3445)	6/19/2001 8:34:51 PM
From: zbyslaw owczarczyk	Read Replies (2) \| Respond to of 3891

Look at Nortel, you own shares there too, right? no, I sold at the end of January. Roth is writing off recently acquired companies for which premiums were paid. As we now know, and as highlighted yesterday by CNBC, those recent acquisitions have failed to ship products on time, failed to ship any products, may never ship products. Sounds like Newbridge Networks, right? I said NT paid well to much.In early September when I cashedpart of my ALA the price of ALA and NT were almost the same. Look now. As far as ALA and NN> Look at ALA financials and 100% growth(Y/Y in Q1 ) of internatworking Div. How much from NN ? A LOT!!! 50 Gig IP/ATM is booming 350 access (now 7350) switch is heavily installl by Bell South and others . Northchurch (NN) edge IP service router (in field trials in US and Europe). After enerprise, handset and energy( about 25 % of total) will be gone in several months the rest (space, carrier and optics minus 1B project from 360 Network ) will still grow 10% this year, where NY is under water with real losses from operation. ALA will have extra 2B from assets and cost saving and 0.5B this year from operatoin. 3G charge is on paper only. That is a difference As for Sagawa, he predicted with confidence only 10-15% growth this year at fall 2000. Then economy killed demand, many carriers scaled back, and now Saawa is tryig new theory that regardless economy 2001 and 2002 will be down. Do you see my point.......re:Sagawa He is adjusting as time goes on. At the same time his best pick was and is Lucent. Would you like to follow Sagawa advice? With spanding he got lucky (Economy), with LU....... ZO