There are considerable investment opportunities in Telecom Sector:
Fundamentally, ALU has several positives:
* EPS growth for next year is expected to be 67%.
** ALU is trading for approximately 59% of book value.
*** The company has $2.61 in cash per share. Book value per share is $1.90.
Technically, ALU has been in a well-defined trading range between $1 and $1.20 for the last several months.
Bought ALU@1.10 today, per signal from:
I Know First algorithmic system.
Alcatel-Lucent surges following the conclusion of its shareholder meeting.
Shareholders approved all ballot measures, including the appointment of Michel Combes as CEO and the addition of American Express exec Kim Crawford Goodman to the board.
BT and Vodafone lead UK telecoms stock surge
Some interesting stats about the UK's telecoms sector have been released today. They show that quietly, in the background, several key telecoms share prices have been rising steadily since the beginning of this year. Some analysts (and many investors) say it is about time for bony old telecoms stocks to put on some fat. Other say that the telcos would be wise to make hay whilst the sun shines.
The success Alcatel-Lucent has had with its service router should help it in selling these core routers.
The service router is a component of the backhaul network to transport all the signals flowing into the small cells over to the core network. A mobile provider seeking to ease compatibility might use lightRadio small cells, edge routers, and core routers in order to simplify employee expertise, maintenance and support contracts, and supply chains. The products can also be used individually so there is a great deal of flexibility in Alcatel-Lucent's product lines.
Things are beginning to pick up for ALU. Granted, it's been six years after the two giants merged. But even though it is not fully reflected in the stock price, there are now meaningful signs of progress. ALU seems poised to capitalize on its solid market share and harvest that position into shareholder value.
Alcatel-Lucent has announced a pair of field trials for its VDSL2 vectoring technology (see “Alcatel-Lucent announces Zero Touch Vectoring for VDSL2 broadband”). One, with China Telecom, is touted as the first such trial in China. The other was with Tunisie Telecom.
Vectoring is a noise cancellation technology which, when paired with channel bonding, can enable VDSL2 networks to support download speeds of up to 100 Mbps. Alcatel-Lucent and others have asserted the technology provides carriers with a large copper-based footprint a means of increasing broadband access data rates without switching to fiber to the home (FTTH).
The trial with China Telecom took place in Foshan, a city in Guangdong province of southern China. The field test used Alcatel-Lucent’s end-to-end System Level Vectoring technology implemented within the 7302 Intelligent Services Access Manager (ISAM) and G.vector customer premises equipment. China Telecom is evaluating the technology as a tool to achieve the goals of the country’s “China Broadband” program, which include supplying high-speed broadband connections to more than 250 million urban and rural homes by 2015.
The networking industry is taking a new shape at the moment, and most of the companies operating in the industry are trying to reengineer themselves. Software defined networking technology (SDN) is the future, and this technology will most probably provide the future growth for networking companies. This technology, however, is in its infancy at the moment. SDN has the potential to transform the industry, and decrease the use of fixed locations and hardware.
Recently, Alcatel-Lucent has also decided to enter the segment after realizing the potential in the market, this step should give its investors some encouragement.
Alcatel-Lucent subsidiary, Nuage Networks, has announced its open software-based Virtualized Services Platform (VSP), designed to form a vital infrastructure proposition for datacentre networks.