% | $
Quotes you view appear here for quick access.

Alcatel-Lucent Message Board

  • frankenstocken frankenstocken Feb 13, 2013 7:17 PM Flag


    Ngn router rev down = asr 9000 csr 1 + 3 nexus switch up alu router rev up 26+ % year over dont have info on the omni switch some #$%$ in the cisco core router armor

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Cisco Systems reported net profit for its fiscal second quarter ended 26 January up 44 percent from a year earlier to USD 3.1 billion but the result includes one time tax benefits of USD 926 million or 17 cents a share from a settlement with the IRS over R&D credits. Excluding this, net profit rose 6.2 percent, and EPS was up only 8.5 percent.

      Sales growth was strongest in the smaller data centre segement, where revenues rose 65 percent to USD 548 million. Wireless sales were up 27 percent to USD 520 million after the takeover of Meraki, and the service provider video segment grew 20 percent to USD 1.22 billion. Sales of switches rose 3 percent to USD 3.72 billion, while IP routing was down 6 percent to USD 1.95 billion.

      The book-to-bill ratio for the quarter was slightly below 1, with product orders mainly weak in the EMEA region, down 6 percent. Across customer segments, orders were flat year-on-year, although Cisco said it saw some signs of pick-up in the commercial and enterprise sectors in the US.

      :::: clearly CSCO needs ALU to gain traction in Switches, IP Routing and strengthen position in EMEA region:::::::::::::

      Sentiment: Strong Buy

    • alu mkt share inroads.... router game-changer

      Sentiment: Buy