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

To: Steve Fancy who wrote (83)	10/8/1998 6:49:00 AM
From: bertrand bidaud	Read Replies (4) \| Respond to of 3891

The issue of who may want to jum in while it is cheap... Allow me a French look at it. And what was proposed to me as a possible scenario... For various reasons I hope that things won't turn out that way, but it may at least have the potential to provide a new core shareholder. Alcatel entered the military inductry through purchase of 30% of Thomson. It partnered with Dassault and Aerospatiale in the venture. Alcatel also expected to merge its satellites with Aerospatiale. Matra Marconi wil merge with AeroS instead. It seems that the block building has not finished. While Alcatel is too big for a takeover by any of those, Dassault could probably, through Family holding take a significant share. It would not do any harm, and as Alcatel becomes influential in Military electronics, bing s large shareholder of Alcatel may not be a bad idea. Far fetched? Possibly. I hope. But, not impossible. Just 'speculation' anyhow...

To: Steve Fancy who wrote (83)	10/9/1998 12:34:00 PM
From: Walter C.	Read Replies (1) \| Respond to of 3891

To: Steve Fancy From: Walter C. 10/9/98 In reply to your post #83 of 10/7: 1.Your Point:. "Is the fund rule that funds must 'close their books' by end of October) ? A. I think so; but I would invite confirmation of this from someone more knowledgeable than me. 2. Your Point: "Sellers are getting tired...(I) bet most funds have already unloaded." A. I agree but am suspicious and not convinced all selling is over. To buy calls now could violate the rule which is called both "not fighting the tape" and not betting against the trend. Also, the price seems to be stuck around $17.00. It seems there is steady selling pressure met by some steady buying. I don't know. (Does anyone know if Alcatel has already begun their recently announced buyback? If so, perhaps Alcatel is "defending" the stock around $17.00/share.) (I am also concerned about the tax selling of individuals and some other entities...which can be accomplished until end of December.) In a nutshell, I want to buy calls but I don't want to be a schmuck. 3. Your Point: "..larger concerns are Global economies, etc." A. I agree. But I am admittedly focusing on some market issues that could effect the stock's behaviour in the shorter run (until end of 1998.) Thanks. Walter C.