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Alcatel-Lucent Message Board

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  • dr.serbanescu dr.serbanescu Jan 12, 2013 5:12 PM Flag

    ALU 2013 & 2014

    Nice contribution Tickerguy! Congratulations!

    LTE market shift
    and the shake-up in the ro uting industry is surely on the cards. Alcatel’s core routers could address the growing demands on carriers’ core networks caused by an explosion of data traffic due to the proliferation of mobile devices and cloud computing solutions. The wireless industry is transitioning to higher speed 4G networks such as LTE and Alcatel the oportunity and could find a place for its core routers in these networks.

    In fact, Alcatel has already scored a big win by lapping up Telefonica and Verizon as one of the first customers for its new core routers. Verizon was one of Juniper’s more important customers and accounted for almost 15% of its revenues. The carrier will be using now Alcatel’s core routers to power its new 4G LTE network. Alcatel’s ploy of delivering an end-to-end solution consisting of core as well as edge routers may help it wrest core router market share from Juniper as well, having already trumped in the edge router market.

    Sentiment: Strong Buy

 
ALU
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