Alcatel's DSL Gear Drawing Favor From Baby Bells

Editor's Note: This column first appeared in The Tech Edge, a proprietary newsletter, on Tuesday, June 17. For more information on The Tech Edge, click here.

Even the coolest market can feel downright temperate when you've got a hot product. Which is why investors are starting to warm up to Alcatel(ALA Quote).

Yes, spending in the telecommunications industry remains chilly at best, as shareholders in the network equipment stocks are well aware. But by offering the right product at a price that even the Baby Bells can't seem to say no to, Alcatel appears to be headed for a thaw as rivals continue to shiver. ...