Alcatel-Lucent Q1 rises to $4.2 billion on strong North America, VDSL2
the real headline ,,, come june the shorts die and life becomes a reality for alu December 31,2013 close 5.16 ... phone systems goen another 5% personnel and overhead gone combes in charge and keeping it lean ? yes . a back loaded q4 to make the year look great for combes yes . submarine and optical contributing on the top line by q4 yes ( by q4 subamarine make it mark , ip end of year growth 2 digit yes .( ip can be 750 million or better in q4 rev ) china kicks in by q3 .. deutsch telecom must be signing on the combes announcement in q2 for their vdsl2 .. brazil is in high gear by then europe starts to kick in in q4 .. its all good
9 billion plus back order as of march 31 , low inventory at end q1
I am a skeptical holder at this point, I don't know why the plan was'nt ready now, instead of June. ALU doesn't have the time to wait. The longer it takes to enact increases the chances of failure and causes the market to lose confidence in the stock and customers start viewing ALU as unstable and take their business elsewhere.