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

To: Steve Fancy who wrote (124)	8/7/1998 1:14:00 PM
From: Doug	Read Replies (1) \| Respond to of 285

Steve: Many thx for that clip. My concerns are a little different. ALA is a conglomerate and in France it is impossible for ALA to shed off its losing entities. Besides the unions and the retrenchment rules make it impossible to downsize or shut down plants. Under the circumstances ALA has very little in house growth and that is worrisome. I would appreciate your personal asessment of ALA as a whole entity rather than an assessment based on its telecom divisions. Thx.

To: Steve Fancy who wrote (124)	8/7/1998 1:42:00 PM
From: Mike K	Read Replies (1) \| Respond to of 285

Steve; Thanks for the post! ALA has several businesses in the cables and components group that really don't fit within the mold of a telecom company. Many of these companies were acquired during the years when Pierre Suard was CEO. Tchuruk has his hands full fitting these units into the new organization and they have reorganized several times. IMO several divisions will be sold in the next few years. ALA is a good long term investment but don't expect LU type performance for some time. Cheers, Mike