CALDEIRÃO DE BOLSA

(Euronext Paris) - Alcatel wins GSM/GPRS/EDGE network expansion contract with SMARTS in Russia
(24/11/05 11:34 CET)

Paris, November 24, 2005 — Alcatel (Paris: CGEP.PA and NYSE: ALA) announced today the signing of a contract with SMARTS, a leading regional mobile operator in Russia for the delivery of Alcatel mobile solutions to extend SMARTS GSM/GPRS network in the Povolzhie region.

Thanks to the implementation of this project, SMARTS will be able to optimize its existing mobile infrastructure, to double its networks subscribers’ capacity in the cities of Kazan and Saratov, to improve the quality of communication and to accelerate the deployment of new mobile broadband services, such as video streaming, MMS and high speed Internet access.

Under the term of the contract Alcatel will deliver its industry-proven Evolium® GSM/GPRS/EDGE radio access solutions, including all elements of the Base Station Sub-system (BSS). Alcatel will also deliver capacity extension of Alcatel Evolium® Mobile Switching Center (MSC).

Gennady Kirushin, general director of ZAO SMARTS, commented, “Thanks to our long-lasting cooperation with Alcatel we are positioned as one of the leading mobile operators in the region. The implementation of this project will enable us to further extend our network capacity and deliver high-quality mobile services to meet the rapidly increasing demand of our customers. Alcatel state-of-the-art solutions will enable us to optimize CAPEX, decrease OPEX and receive a quick return on investment, which is a key factor for a fast growing operator such as SMARTS.”

Alexander Mikoyan, President of Alcatel’s activities in Russia has added: “We have been partnering with SMARTS for several years already and have always tried to deliver solutions that are optimized both technically and financially. We are glad to support SMARTS in this new project, which will further strengthen the operator’s position in the fast growing Russian mobile market. Alcatel is committed to bringing the most advanced technological solutions to its partners in Russia in order to enable the deployment of broadband mobile services in the country.”

Alcatel’s presence in the Russian Federation is steadily evolving with equipment being currently installed in more than 40 cities. Today, Alcatel is one of the leading suppliers for Russian mobile infrastructure. Alcatel's Evolium® multi-standard platform natively integrates all GSM-based mobile technologies, from GSM/GPRS to EDGE, 3G/UMTS and HSDPA, and allows all solutions in one single equipment, for a smooth upgrade of existing networks.

Eu estou dentro da Alcatel já há alguns dias... qual não foi a minha surpresa pela manhã ao verificar tamanha queda aparentemente inexplicável!

Parece-me que as coisas ficaram mais calmas por lá ao longo da tarde. Vamos ver como o título irá se comportar na sessão de amanhã.

...

é o site

Ref ENTRADAS

AT c-prazo / m-prazo

Alcatel : la rumeur fait plier le titre
21/11/2005 | 11:45:00


Le titre Alcatel affiche désormais un passif de plus de 4% à Paris, à 10,16 euros dans des volumes d'échange très étoffés de 80 Millions d'Euros. Le marché donne du crédit aux rumeurs de presse britannique faisant état d'un projet d'offre publique sur Thales, pour quelques 5 Milliards de livres (soit 7,3 Milliards d'Euros environ, ce qui représenterait quelques 42,50 euros par action Thales).

Alcatel est le second actionnaire de Thales, dont il détient quelques 9,5% du capital, derrière l'Etat et ses 31%. On sait que Serge Tchuruk a toujours regardé le dossier avec attention, tandis que les dernières rumeurs semblent montrer que l'Elysée et Matignon sont en désaccord sur la stratégie à adopter vis-à-vis du dossier, dans lequel l'Etat n'a pas vocation à rester. Une tentative de rapprochement avec EADS aurait ainsi capoté l'année dernière à la même époque, tandis que le scénario Thales / DCN, qui avait longtemps eu les faveurs du marché, semble s'éloigner.

Plusieurs analystes rebondissent ce matin sur la rumeur, à laquelle ils donnent un peu de crédit. Ils soulignent tous que le dossier reste éminemment politique et qu'EADS pourrait ne pas rester les bras croisés, même si la partie allemande de son actionnariat semblait avoir bloqué l'opération il y a un an.



© 2005 Finance Plus

21-11-2005 09:17 por Reuters

PARIS, Nov 21 (Reuters) - Shares in Thales rose more than 3 percent on Monday following a newspaper report that French telecoms equipment provider Alcatel was considering a 5-billion-pound ($8.57 billion) bid for the French defence electronics group.
Citing financial sources, the Sunday Times said Alcatel was considering the move as a strategy to counter tough international telecoms markets and to take advantage of French political wrangling over Thales.

By 0909 GMT, Thales shares were up 2.26 percent at 37.61 euros while shares in Alcatel were down 2.26 percent at 10.36 euros.

Shares in European aerospace group EADS were down 0.76 percent at 29.85 euros, meanwhile, on fears it could enter a bidding war for Thales, analysts said.

Alcatel declined to comment on Monday, while no one at Thales could be reached for comment.

Thales has been at the centre of merger or alliance speculation for over a year as the defence industry braces for another round of European consolidation, which few analysts believe will leave Thales untouched.

Alcatel, which owns a 9.5 percent stake in Thales, is its second largest shareholder behind the French government.

Thales is Europe's largest defence electronics group whose products span cockpit avionics to the next generation of devices linking soldiers on the ground. ((Reporting by Astrid Wendlandt, editing by Quentin Bryar; Paris Equities, astrid.wendlandt@reuters.com, +33 1 49 49 54 40)) ($1=.5837 Pound)

RUMOR QUE ALCATEL VAI COMPRAR THALES
(quando existe compra, gasto de dinheiro-capital, investidores aceitam habitualmente tal como DESFAVORÁVEL)

Boas, estou a seguir a Alcatel do indice CAC40, e não consegui entender o porquê da sua descia pela manha até cerca das 11h. Se alguem souber agradeçia o contributo Abraço e BN