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Alcatel-Lucent Message Board

  • buddhazenpeace buddhazenpeace Mar 28, 2013 4:15 PM Flag

    Down on Billion Dollar Contracts

    UP on a million dollar contract,,,go figure...makes no sense

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    • Don’t be silly! Try to understand the clue behind :-)
      Under the terms of the contract, LGS will provide maintenance and support of OIT’s Cisco®, Riverbed® and Check PointTM Firewall network equipment in addition to providing training on Cisco® and Check PointTM Firewall equipment.* LGS will also provide a solution that will create network traffic flows clean of malware infections and many other risks associated with security breaches.

      Sentiment: Strong Buy

    • A 1 million dollar contract has nothing to do with anything.

      In fact, I am amazed that the any website would even bother to announce such an insignificant contract....which represents about 1/18,500 of ALU's 2012 annual revenue.

      The stock is just drifting in a range leading up to Apr 26th, when 1Q13 is announced.

      Appropriately, given ALU's history, and a seasonally low expectation for 1Q, there are far more nervous investors right now, than confident ones....which explains the move down from $1.78.

      If ALU reports a bad Q, or any result that suggests the 2013 restructuring is not working, then investors are in store for a long, dismal year. ALU is walking a tightrope and cannot afford a misstep.

      No one is going to cut ALU any slack after so many false starts over the last 6 years.

 
ALU
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