Due to its operational reach, Alcatel looks best-positioned to benefit from the large cash position that Vodafone will receive. And with such a cheap market capitalization relative to sales, we might even see Vodafone stretch further and acquire the telecom equipment company.
That article makes no sense. Vodaphone is a service provider. Why would they buy a telecom manufacturer when they are all killing themselves to get their business?However, ALU will most likely benefit from Vodaphone's expanded CAPEX from the cash infusion.