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Alcatel-Lucent Message Board

  • buddhazenpeace buddhazenpeace Feb 11, 2013 10:12 AM Flag

    No catalyst until end of qtr reporting

    Unless they name a CEO

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    • In order for this restructuring to work, the plan has to flexible.

      The headcount reduction was originally 5,000, then it went to 5,500, and now it needs to morph to 6,000 or 7,000. This needs to be added to whatever headcount benefit ALU gets from ending unprofitable service contracts, and from the sale of the Submarine and Enterprise units.

      I do not think that ALU can afford to be just marginally profitable at 3 cents a share at the end of 2014, which is the current consensus. End of year 2014 will be at a time when most or all of the Goldman loan is gone.

      ALU needs to more bold, and take more dramatic action early in this restructuring cycle. They need to get ahead of the curve for a change. And a good start will be to hire a new CEO before May 2013.....someone with excellent turnaround credentials....like William Nutti! The company needs to comply with whatever conditions he sets, assuming he is even interested.

    • Just finished 4th quarter report. New CEO could be the catalyst. Environment could be worsening in Europe, again. Unless, french government try to merger ALU with NSN, a kind of Europe based, world leader in telco business.

    • That's whey the Fool's are out in force bashing the stock without any technical merit.

      Notice they ramped it up on Sunday.. to try to prevent the chart being a catalyst.

      ALU should be up a nickel or more today.

 
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