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Alcatel-Lucent Message Board

  • tradestoxx11 tradestoxx11 Jan 24, 2013 10:16 AM Flag

    Welcome to your new mobile carrier of the future ...

    Your electric company.

    In FACT..they might be better prepared and able than anyone. A problem with traditional carriers today is they're so debt loaded from all the years of upgrading that now just has to be upgraded again.
    Technology is a TOUGH business. Just ask any consumer who over the years bought pc's only to find them about as usefull as a doorstop once the next model comes out.
    Imagine trying to be a carrier and upgrading an entire nation with technology ..only to have it be about the same before long.

    Electric co's though..haven't had that problem. And now they are turning to the whole smartgrid concepts in order to deliver more efficient service. but they also have something VERY major when it comes to small cells. A LOT of telephone poles. They could roll out a hetnet that would blow your mind much faster than anyone simply because of that. Think about all the negotiating that a carrier has to do to simply place small cells. It's harder even than traditional cell towers because you're now dealing with so many landowners and deals that need to be made.

    Not the electic co's folks. they own most of those telephone poles and could cover a city in no time with small cells.

    In no time at all.

    And so.....to sum it up.Not muchdebt do they have. a lot of locations to put those cells they have.
    Desire? They tried to get into the broadband game..but failed. Broadband over power lines had them thinking the same thing meaning they had a lot of access to customer homes. But the technology was plaqued with problems.

    Not small cells folks.

    And now..lets add it all up. Have you noticed lately how ALU is courting the electric co's bigtime to meet all their smartgrid needs? They know the deal here folks. they know what is possible.
    AND...if carriers can't or won't upgrade....so what? Someone else will..right?

    Again..i just go back to the one key thing here with my analysis. It doesn't matter WHO it is.
    Or what the device. They all need the network.

    ALU is the bridge they all must cross.

    It's possible that with the run up we've had we could be a bit range bound now for a while.
    I think that Q4 will be ok...breakeven +. Maybe a beat even to the 2 or 3 cent estimate thats out there.
    Q1..is going to be poor. But..Ben said not even as poor as Q1 2012 was so thats a big improvement.
    Remember though as the year progresses it's 200M..per quarter...after quarter.after quarter..coming off expenses.

    Stick with trade on this one.
    Let's get to the promised land together. :)

    ~TS
    jmho

    Sentiment: Strong Buy

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    • Excerpt: Consulting wireless engineer Steven Crowley this week spotted an FCC application from Google requesting permission to test an experimental radio network in and around its Mountain View campus.

      What does Google have up its sleeve? Taken together with other Google wireless and broadband initiatives, this network could be a piece of a larger plan to build a future HetNet, that combines both cellular and Wi-Fi technologies into a single extremely flexible and high-bandwidth system. HetNets will become the mobile carriers’ future network architectures, but there’s nothing precluding Google from deploying one, as well, using all of the Wi-Fi, small cell and unlicensed spectrum at its disposal.

      Google’s small cell experiment

      Though Google made portions of the application confidential so they’re not viewable by the public, Crowley was able to glean some interesting details from the document. Essentially, Google wants to build and operate over two years a very dense network of 50 low-power small cells in both indoor and outdoor locations. The total breadth of the network would only be two miles so this would be quite a high-capacity concentration of cells indeed. It would use the same 2.5 GHz spectrum currently used by Clearwire for WiMAX and its forthcoming LTE network, but Google did not reveal the specific radio technology it would use, nor did it reveal the manufacturer of its base stations.

    • London, 24 January 2013

      via commoditiesnow

      • 2 Replies to rskrwrd
      • Alcatel-Lucent continues to grow market share in Wired and Wireless LAN Networking

        Jan 23, 2013 (Menafn - M2 PRESSWIRE via COMTEX) --At a glance:

        Fastest growing Ethernet LAN vendor in port shipments

        Fastest growing vendor in WLAN-Dependent Access Point revenue

        The recently released Dell'Oro "Ethernet Switch Quarterly Report 3Q12" reveals Alcatel-Lucent as the fastest growing Ethernet LAN vendor for the Q3'2012 quarter in terms of port growth with an increase of 18% over Q2'2012. For the same period, the market saw growth of less than 1%.

        According to the Dell'Oro Group "Ethernet Switch Quarterly Report 3Q12", Alcatel-Lucent continues to improve their position in a very challenging and competitive environment, growing its revenue by over 2% while the industry declined by nearly 5%.

        Another report, the "Wireless LAN Quarterly Report 3Q12", portrays Alcatel-Lucent as the fastest growing supplier in the largest Enterprise-class segment of the Wireless LAN market; Dependent Access Points. Dell'Oro Group reports Alcatel-Lucent growing sales over 35% sequentially, more than double the overall market growth of under 15%.

        According to the report, Alcatel-Lucent's strong sales of Dependent Access Points pushed its overall revenue from Wireless LAN sales such that they exceeded the industry average, growing 11.5% versus the industry average growth of 4.5%.

        Alcatel-Lucent's market-leading enterprise LAN switches include the award-winning OmniSwitch 10K Modular LAN Chassis, the OmniSwitch 6900 Stackable LAN switch and the OmniSwitch 6850E Stackable LAN switch. Wireless products include OmniAccess Wireless LAN switch/controllers, OmniAccess Wireless Access Points and WLAN software.

        Alcatel-Lucent Enterprise provides communication solutions and services to businesses of all sizes. Currently serving more than 250,000 customers across its enterprise portfolio.

        About Alcatel-Lucent (euronext paris and nyse:ALU)

        The long-trusted partner of service providers, enterprises and governments around the world, Alcatel-Lucent is a leading innovator in the field of networking and communications technology, products and services. The company is home to Bell Labs, one of the world's foremost research centers, responsible for breakthroughs that have shaped the networking and communications industry. Alcatel-Lucent was named one of MIT Technology Review's 2012 Top 50 list of the "World's Most Innovative Companies" for breakthroughs such as lightRadio(TM), which cuts power consumption and operating costs on wireless networks while delivering lightning fast Internet access. Through such innovations, Alcatel-Lucent is making communications more sustainable, more affordable and more accessible as we pursue our mission - Realising the Potential of a Connected World.

        With operations in more than 130 countries and one of the most experienced global services organisations in the industry, Alcatel-Lucent is a local partner with global reach. The Company achieved revenues of Euro 15.3 billion in 2011 and is incorporated in France and headquartered in Paris.

      • tradesstoxx11,

        You have made an excellent observation "Ahead Of The Crowd". ............Tickerguy

 
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