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

To: elmatador who wrote (3762)	1/31/2002 5:54:54 PM
From: zbyslaw owczarczyk	Respond to of 3891

If Siemens has such great products(products on paper does not win contracts) why SI does not have IP+ATM backbone products which are key to voice +data for large carriers? Why SI main customer DT named ALA as a exclusive supplier of backbone ( I am not even taking about DSL) Siemens is not even listed as to producer of such gears. ALA is NO1 with 25% world shares. Why Siemens is listed at the end in optical transport. optics is a future!!!!, ALA is No 1 and took lots of shares recently despite slump in submarine market? why Siemens is reselling lots of CSCO and even ALA/NN old gears????!!!! why ALA is gaining shares in mobile infrastructure ALA and SI are still 2-nd rate player in this area why ALA ballance sheets imporved so much in the last months? why ALA slaes in 2001 was only 5% off compare to hot 2000, where SI, LU, NT 15-30% off and finnaly why SI will be in RED form operation this year, where ALA starting in Q 2 will be in GREEN? everybody can list PR form SI home page, but revenue, customers, contracts wins are much better indication od a company position look at the last 3-4 months and compare SI and ALA contracts!!!!!!!!!!!!!!!!!! who will win the war when ecomomy and teleco spanding will move up?