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

To: Steve Fancy who wrote (3634)	9/28/2001 12:08:10 PM
From: fumble	Read Replies (1) \| Respond to of 3891

Bandwidth for the war effort - Afghanistan has an area of 280,000 square miles. There is an unmanned recon aircraft called the Global Hawk (http://www.fas.org/irp/program/collect/global_hawk.htm). This aircraft is in production now. It has the capability of mapping (see below scanning example) 40,000 square miles per day. If there was a squadron of only 10 of these planes criss-crossing Afghanistan, they could map all of the country once every 17 hours. High interest areas could be scanned more often. Another back-of-the-envelope - If you think of Afghanistan as a piece of paper with 1 sq ft pixels, you have 280,000 * (5280 * 5280) = 7.8e+12 pixels. If each pixel has 32 bits (3 colors + infra-red), and this area is scanned at the rate of one scan per day (243600 seconds), then the data rate from this scanning activity is around 3 Gbits/sec. This recon data could be sent back via a multimedia fat pipe (ATM)* to the suburbs of Dallas for analysis by members of the 'new army' - looking at computer screens, looking for footprints in the snow, tracks of heavy vehicles, or infra-red 'hot' spots - indicating interesting activity. The search for Osama bin Laden could be transformed into an Air Traffic Control job for an army of screen jockeys and a room full of pattern recognition computers. No blood, no risk, and not science fiction.

To: Steve Fancy who wrote (3634)	10/1/2001 9:25:57 AM
From: kech	Respond to of 3891

What does everyone think about the rumored JV of Siemens and Motorola. Given that Alcatel does the switches for Motorola I would have thought there would be more of an ALA MOT deal. I guess ALA isn't strong enough in European wireless infrastructure to make the deal interesting to MOT? And or ALA doesn't need to add North American handsets to its European position?

To: Steve Fancy who wrote (3634)	10/3/2001 9:00:17 AM
From: Art Baeckel	Read Replies (1) \| Respond to of 3891

FYI Steve. 07:52 ET Alcatel (ALA) 11.33: Company announced more layoffs in its subsea optical cable division this morning, bringing total layoffs in this division to 2,151, or 48% of the total. ART

To: Steve Fancy who wrote (3634)	10/31/2001 10:48:02 AM
From: Art Baeckel	Respond to of 3891

Happy Halloween Steve! I found this on ALA. (FYI) 03:54 ET Alcatel (ALA) 13.76: French telecom company reported a much wider than expected Q3 loss of $0.45 a share... Consensus estimate was for a loss of $0.13, according to First Call... Sales for the quarter fell 18% (from year-ago levels) to 5.6 bln euros... Company to cut another 10,000 jobs on top of the 23,000 jobs already slashed... CFO notes that market to remain bad for best part of 2002... After opening down nearly 4% in European trading, stock has trimmed its loss and is now down about 1%. ART