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

To: Yeadon who wrote (656)	6/3/1999 5:06:00 AM
From: bertrand bidaud	Respond to of 3891

Yeadon, I am afraid you are right. But the meeting is on the 10 of June. Are you refering to another one? Little news... well ALA has never communicated very much its contracts. The one made public seem to involve mostly the US subsidiary. Sure there are others, but i do not believe (or do not want to) that they make public all their contracts. Do not ask me why. It is just another instance of the way they have to go into managing the stock. I believe they will make further acquisition. But may be not this year, even though i would not mind if this is a good one. They need to consolidate in the US, and i believe that once they got rid of Framatome, and possibly Alstom, they will have a lot of money to go shopping. But Framatome is very political, and it is not wise to spend the money before it is in the bank. ALA has been disappointed several times already with this investment.