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

To: Steve Fancy who wrote (454)	3/2/1999 3:00:00 PM
From: polarisnh	Read Replies (1) \| Respond to of 3891

Steve, I believe that the Juniper that was mentioned is Juniper Networks, which is a privately-held company that makes high-speed routers and switches that is supposed to IPO this year. I will see what I can find. Cheers, Steve

To: Steve Fancy who wrote (454)	3/2/1999 4:05:00 PM
From: Yeadon	Respond to of 3891

I am thinking of picking up more ALA if we get a minor pullback (which may occur with a preannouncement from COMS, which will hurt all tech stocks). I think the PE of ALA will now improve, given a clearer Internet strategy with XYLN, which is a great company. There is no reason ERICY is trading higher than ALA. Key problem that remains is lack of announcements of major contracts, esp in North America. I am sure they are taking place, but we rarely hear about North America contracts, which hurts the stock price. Yeadon