"Alcatel-Lucent and Bay of Bengal Gateway consortium to build undersea cable system linking Middle East, Indian sub-continent and Far East 8,000km communications link based on Alcatel-Lucent’s 100G technology ready for service by end 2014."
This is more significant as a subsea network build but it also includes ALU's 100G terminal equipment.
Hey, ALU is no pony. I thought I already alluded that I thought they were a pig. Whatever, maybe I should have used this one as an example "Kabel Deutschland Chooses ADVA Optical Networking for 10G/100G Nationwide Network" It's not in China and it's also not Infinera or Ciena.
INFN is taking business from them, ALU is bound to win one every once and a while. Unfortunately, the optical division is one of the worst performers in ALU's portfolio, these guys at Bengal are taking unnecessary risk as it is still far from certain if ALU will be an ongoing entity in a few years.
New Alcatel CEO appears to be trying to clean house across the board and halt their past penchant for making low margin deals. Bidding to win at all cost is losing its luster, especially if it doesn't cover their true cost of doing business.