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

To: bertrand bidaud who wrote (630)	5/10/1999 1:10:00 AM
From: bertrand bidaud	Read Replies (2) \| Respond to of 3891

ML Report, Sorry I did not have time to go through it this week end. But in short, ML said that ALA was several months late on its plan for core switches and that even traditional customers like France Telecom moved to Cisco. On the other hand, ADSL was better than planned and one year result would be achieved in a few months. DSC loss making activies to be retsructured Really, I do not remmeber the rest. But the key message as i understood was "not convinced yet, but may be..." US WEST to sell ALA webphone that should be good. Waiting for AOL.... That is a new source of revenue for the company and should therefore be very promising. I am still surprised by the lack of announcement around satellite activity specially Skybridge.