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Alcatel-Lucent Message Board

  • dr.serbanescu dr.serbanescu Feb 14, 2013 1:09 PM Flag

    The Global Internet of Things Market to Grow At A CAGR Of 32.67 Percent over the Period 2012-2016


    Research and Markets

    Sentiment: Strong Buy

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    • 3RD ANNUAL


      via energy.flemingeurope

      search topic; ntt docomo alcatel smart grid

      You can take tickerguy list and use it for search combined with alcatel smart grid

      and/or search this board for smart grid ....etc

      most interesting to me is China !!!!, TV White space & Cognitive radio..with smart grid ...

      I have the impression that China SGIT is, in the main, responsible for China rolling out 4g sooner than the 2-3 years announced last year........

      Fiber.....IoT / M2M is a huge factor are many more aspects / endeavors by ALU...not the least of which is HetNet & ATAWADAC......I believe the patents ALU holds in communications will soon gain more traction in this area, especially cognitive radio...but also flexible radio, software defined radio.

      all imo

    • I think you stumbled across what I did which is not open for media.. within this... I think I can say why 2014-2015 was trumpeted as significantly improving margins.. is that I think 3 major contracts are worth billions and billions are planned for that date.. in their core area.. so.. everything is execution for cash flow this year. And, I know this picture was given to Goldman.

      You want to sleep at night.. I just gave it to you.. You want Overweight .. JPMorgan gave it to you..

      You want me upset MM's trying to take it lower in short term before 17th.. you got is.. because crooked powers over the technicals and valuation. And bashers throw in wrong P/E or F P/E.