MKC, i tried to answer before but the Squid wouldn't let me.
ALA is up to some exciting things in the DSL tech area, they were beaten up when they announced they were going to miss their number
last Sept.
They are viewed positively longer term by the street are far as I can tell.
what's your interest in them???
Here a three articles that I have archived on them I was long them for a while in Dec and Jan.
1/20/99 - Alcatel No.1 in ADSL Vendor Market,
According to a New Report by Ryan Hankin Kent
PLANO, TEXAS (Jan. 20) BUSINESS WIRE -Jan. 20, 1999--Alcatel (NYSE:ALA) is the leading ADSL vendor in
North America and globally, according to a report recently released by Ryan Hankin Kent (RHK), a leading
telecommunications market research firm.
Alcatel is the clear market leader among ADSL vendors, with 52 percent market share in North America, the RHK study
reports. The study noted that Alcatel has delivered more than 400 Digital Subscriber Line Access Multiplexer (DSLAMS)
in North America in 1998, allowing several million potential ADSL users to connect to high speed Internet service. Alcatel
supplies its ADSL equipment to major Regional Bell Operating Companies (RBOCs), including Ameritech, BellSouth,
and SBC PacBell. Its Canadian customers include Bell Canada and Sasktel.
Globally, Alcatel has also established the leading ADSL market position with more than 35 percent market share. Its
customers include Singapore Telecom, Belgacom, Telefonica in Spain, France Telecom and Turk Telecom. Pilot projects
have also been ordered by Korea, Japan, and Denmark.
"Alcatel is starting to build its lead in the ADSL arena with its selection as the established vendor for the Joint Procurement
Consortium (JPC) of Ameritech, BellSouth, Pacific Bell, and Southwestern Bell," said RHK Senior Analyst Claude
Romans, who authored the "Loop Access Systems: Technology and Markets" report.
"ADSL rollout is underway, targeting subscribers who will pay a premium for high speed Internet and work at home
access," Romans added. "All major network operators are committed to introducing ADSL access and are in the process
of installing an infrastructure that covers a large part of their network. Subscriber demand for high-speed Internet access
and residential access to the corporate network are driving adoption of DSL (digital subscriber line) technologies."
Alcatel's vertical integration of its chipset and modems allows it to control product performance and costs, Romans
added. He expects ADSL to play a key role in Internet access by supplying ADSL to businesses, a market segment that
is key for Alcatel's customers.
"We are pleased that RHK has confirmed Alcatel's ADSL market leadership, " said Mike Pisterzi, Alcatel's Senior Vice
President for its Access Products Division in North America. "This data is evidence of Alcatel's sound strategy based
upon open standards, interoperability and superior product design."
The Alcatel 1000 ADSL product family complies fully with NEBS and ANSI T1.413 Issue 2 standards. Alcatel's open
architecture for customer premise equipment, high density DSLAM central office offering, universal DLC Mini-RAM, and
ATM transport have helped make it the choice of major carriers worldwide.
The new "Loop Access Systems: Technology and Markets" report by RHK explores the $100 million 1998 ADSL
market by addressing its technology directions, competition, deployment, rollout and standards associated with ADSL
adoption in North America.
Ryan Hankin Kent, Inc., is a leading market research and consulting firm specializing in the analysis of advanced
technologies for the public telecommunications network. The company provides syndicated services and custom
consulting to technology vendors, service providers, and the investment community. RHK is based in South San
Francisco, Calif. For complete service offerings, please contact Mike Mahan at 650/737-9600 x233. For more
information, visit the company's Web site at www.rhk.com
A world leader in telecommunications systems and equipment, as well as related cables and components activities, Alcatel
operates in over 130 countries. Alcatel provides complete solutions and services to operators, service providers,
enterprises and consumers, ranging from backbone networks to user terminals. For more information, visit Alcatel on
Internet: alcatel.com or the US Web site at www.usa.alcatel.com. The contact for Alcatel's Investor Relations
is (US) Michael Haase, 972/519-6855, michael.a.haase@usa.alcatel.com.
· 0- na/da*
CONTACT: Alcatel USA
Amy Morenz, 972/519-5123
pager: 888/814-1241
amy.p.morenz@usa.alcatel.com
or
RHK (Ryan Hankin Kent, Inc.)
Lee Kurnoff, 650/737-9600
lee_kurnoff@rhk.com
II
1/20/99 - Alcatel No.1 in ADSL Vendor Market,
According to a New Report by Ryan Hankin Kent
PLANO, TEXAS (Jan. 20) BUSINESS WIRE -Jan. 20, 1999--Alcatel (NYSE:ALA) is the leading ADSL vendor in
North America and globally, according to a report recently released by Ryan Hankin Kent (RHK), a leading
telecommunications market research firm.
Alcatel is the clear market leader among ADSL vendors, with 52 percent market share in North America, the RHK study
reports. The study noted that Alcatel has delivered more than 400 Digital Subscriber Line Access Multiplexer (DSLAMS)
in North America in 1998, allowing several million potential ADSL users to connect to high speed Internet service. Alcatel
supplies its ADSL equipment to major Regional Bell Operating Companies (RBOCs), including Ameritech, BellSouth,
and SBC PacBell. Its Canadian customers include Bell Canada and Sasktel.
Globally, Alcatel has also established the leading ADSL market position with more than 35 percent market share. Its
customers include Singapore Telecom, Belgacom, Telefonica in Spain, France Telecom and Turk Telecom. Pilot projects
have also been ordered by Korea, Japan, and Denmark.
"Alcatel is starting to build its lead in the ADSL arena with its selection as the established vendor for the Joint Procurement
Consortium (JPC) of Ameritech, BellSouth, Pacific Bell, and Southwestern Bell," said RHK Senior Analyst Claude
Romans, who authored the "Loop Access Systems: Technology and Markets" report.
"ADSL rollout is underway, targeting subscribers who will pay a premium for high speed Internet and work at home
access," Romans added. "All major network operators are committed to introducing ADSL access and are in the process
of installing an infrastructure that covers a large part of their network. Subscriber demand for high-speed Internet access
and residential access to the corporate network are driving adoption of DSL (digital subscriber line) technologies."
Alcatel's vertical integration of its chipset and modems allows it to control product performance and costs, Romans
added. He expects ADSL to play a key role in Internet access by supplying ADSL to businesses, a market segment that
is key for Alcatel's customers.
"We are pleased that RHK has confirmed Alcatel's ADSL market leadership, " said Mike Pisterzi, Alcatel's Senior Vice
President for its Access Products Division in North America. "This data is evidence of Alcatel's sound strategy based
upon open standards, interoperability and superior product design."
The Alcatel 1000 ADSL product family complies fully with NEBS and ANSI T1.413 Issue 2 standards. Alcatel's open
architecture for customer premise equipment, high density DSLAM central office offering, universal DLC Mini-RAM, and
ATM transport have helped make it the choice of major carriers worldwide.
The new "Loop Access Systems: Technology and Markets" report by RHK explores the $100 million 1998 ADSL
market by addressing its technology directions, competition, deployment, rollout and standards associated with ADSL
adoption in North America.
Ryan Hankin Kent, Inc., is a leading market research and consulting firm specializing in the analysis of advanced
technologies for the public telecommunications network. The company provides syndicated services and custom
consulting to technology vendors, service providers, and the investment community. RHK is based in South San
Francisco, Calif. For complete service offerings, please contact Mike Mahan at 650/737-9600 x233. For more
information, visit the company's Web site at www.rhk.com
A world leader in telecommunications systems and equipment, as well as related cables and components activities, Alcatel
operates in over 130 countries. Alcatel provides complete solutions and services to operators, service providers,
enterprises and consumers, ranging from backbone networks to user terminals. For more information, visit Alcatel on
Internet: alcatel.com or the US Web site at www.usa.alcatel.com. The contact for Alcatel's Investor Relations
is (US) Michael Haase, 972/519-6855, michael.a.haase@usa.alcatel.com.
o 0- na/da*
CONTACT: Alcatel USA
Amy Morenz, 972/519-5123
pager: 888/814-1241
amy.p.morenz@usa.alcatel.com
or
RHK (Ryan Hankin Kent, Inc.)
Lee Kurnoff, 650/737-9600
lee_kurnoff@rhk.com
III
Alcatel Chairman: Mulling Small, Medium Buys In U.S.
Dow Jones Newswires
January 21, 1999
PARIS-Alcatel SA (ALA) is determined to expand its presence in the U.S. and is
talking with several small to medium-size U.S. telecom outfits in view of an acquisition,
Chairman Serge Tchuruk said Thursday.
"We are in discussions about several acquisitions, but we will avoid an acquisition of the
size of Ascend because the risk of losing the key talent is too great," the head of the
world's fourth-largest telecom equipment company said at an industry roundtable in
Paris.
Tchuruk was referring to Lucent Technologies Inc.'s (LU) purchase earlier this month of
Ascend Communications Inc. (ASND), a market leader in high-speed data networking
gear, for more than $19 billion in stock.
Tchuruk said he believes Lucent's acquisition of Ascend is fraught with risk because
Lucent essentially paid top dollar to buy talent in the form of crack engineers on the
cutting edge of their field. There's a chance part of that talent will leave following the
deal's completion with the lure of potentially lucrative stock options gone, he said.
Alcatel is itself willing to pay for talent but on a smaller scale to minimize the risk of
departures following the completion of an acquisition, Tchuruk said.
"It's difficult for a large company like ours with a limited stock option plan to retain top
talent when all people in the field are interested in is stock options."
To illustrate what he believes is the big risk that Lucent took on, Tchuruk remarked that,
while the going rate in the industry for acquisitions of start-up telecom companies was
$3-4 million per engineer, Lucent paid what amounts to $15 million for each Ascend
engineer.
Tchuruk said Alcatel will keep emphasizing the U.S. market as it has in recent years,
noting with pride that of all the non-U.S. telecom companies Alcatel has the biggest
U.S. presence.
"Our strategy is one centered on the U.S. market - because that happens to be where
all the advances in our sector are being made and where the Internet is used the most -
and it's one centered on acquisitions," he said.
Alcatel demonstrated its willingness to invest in the U.S. last year, with its acquisition of
Texas-based DSC Communications Corp. for $4.4 billion in stock. That one purchase
doubled Alcatel's size in the U.S. market.
Alcatel has a substantial share of longdistance digital transmission equipment sales in the
U.S. and has been trying to move into local U.S. markets through the sale to regional
bell networks of its ADSL equipment-technology that allows consumers to dial up the
Internet on conventional lines at speeds that are faster than many corporate networks.
o By John Carreyrou; (331) 53 00 03 03; jcarreyrou@ap.org
|
