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


To: Doug who wrote (544)3/16/1999 11:14:00 AM
From: Steve Fancy  Respond to of 3891
 
I think there will be many surprises as the year moves forward. Big exciting projects in the works. CEO has learned his lessons on earnings and has set himself up to surprise. Huge potential for earnings growth going into next year. I also believe new product development may be futher along than analysts have recently suggested. They've owned a percentage of XYLN for some time...seems obvious to me that this has been an ongoing arrangement, not something new. I can't peg potential revenues from Project Oxygen. Nature of services/products ALA is providing is not clear, but sounds like they are both laying and providing cable. I also believe they will unload Framatome sooner than later. I'm projecting 35-40 by end of next January.

Of course just my opinion.

Regards,

sf