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Alcatel-Lucent Message Board

  • myklwalsh myklwalsh Jun 26, 2013 1:25 PM Flag

    No Worries

    ALU SP is falling because of the rise in interest rates and the convertible bond issue - their debt will become more expensive. This means that Mr. Combes will need to accelerate the paring of assets and lowering of the cash burn rate. I see this as a positive. More reason for the French government and the BOD to give him free rein to do what needs to be done. Stay long on Lucent.