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Technology Stocks : Vodafone-Airtouch (NYSE: VOD) -- Ignore unavailable to you. Want to Upgrade?

To: Toby Zidle who wrote (1227)	9/18/1998 2:01:00 PM
From: Pluvia	Read Replies (1) \| Respond to of 3175

Greetings Toby, <<<Now as to Pluvia's contention that in third-world countries, ATI's product is 'a luxury>>> Ahhhh yea... Except Pluvia never made any statement suggesting ATI's product was sold in "third-world countries", or that ATI's success hinges on ATI being successful in third world countries. The vast majority of ATI's revenue is not produced in "third -world countries", and thus your argument is irrelevant to my point, and rather pointless all together, as entering markets of third world countries is not ATI's stated business plan. My point is the economic crisis in Russia, Asia and S. America is now and will continue to affect all industrialized countries - no way around it. As the effect drags down disposable income in industrialized countries, the first thing to go will be the ATI cell phone which is a luxury item. Try re-reading my posts before you go into another long winded, run-on flame, I guarantee it'll save you lots of foot in mouth time. Cheers Steve

To: Toby Zidle who wrote (1227)	9/18/1998 2:35:00 PM
From: Nilda Ovalles	Respond to of 3175

TO ALL: Alacatel and ATI are both in the telecommunications business, but that's where the similarity ends. Ala is in the process of re-structuring and re-directioning its business.But have business everywhere like in transportation, engineering manufacture and design, and nuclear power among others, some of which they are looking to get rid of. In their telecommunications business they have heavy duty competition with giants like CSCO and LU. And to judge by their announcements that their traditional telecommunications gear units is losing a lot of sales, they might be losing to their competitors and to the evolution from legacy telephone systems to voice over data systems in that category as well. Another ALA's unit which has hard competition is their cable optics. Also, their bet on ADSL has turned out to be a long haul due to phone companies' politics and networking evolution to other solutions to the increasing bandwith problem. Alacatel is in a difficult spot: ON THE GEAR PROVIDERS SIDE: They are trying to break into remote and long distance and internet communications providers arena, which is already dominated by CSCO ASND and LU, NORTEL,FORE, TELEBRASS among others. But at the same time, these companies are competing for dominance with a few mergers in sight. ON THE SERVICE PROVIDERS SIDE: The short and long distance communications companies, as well as the remote and internet access are re-defining and looking for new directions themselves, making alliances and mergers. The result is confusing landscape and direction.In the face of this situation many of these companies opt for staying on the side lines, or are going through after/before merging re-assessments BEFORE they decide what equipment to buy (in the case of service providers) or what markets to focus on (in the case of gear makers and providers). If we add to that that Asia is in the middle of its own crises... well then we have ALA forecasting lower earnings, etc. ATI is a complete different animal. They are already defined. They are in the wireless business, and poised for their global hook-ups with the satellites industry in one way or another. All they have to do is to continue setting up their infrastructure, adding new zones and consumers, not to mention acquisitions and mergers. But all these under an already defined business plan. Lets not confuse one company with the other, but also what is hapening with ATI, the stock price, and AirTouch comunications, the company. Enough said. Good day. Nilda Ovalles