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Sequans Communications S.A. Message Board

alexandre_telephone 152 posts  |  Last Activity: 10 hours ago Member since: May 29, 2013
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  • Reply to

    The 7950 XRS Core Router

    by wolfyspoon 10 hours ago
    alexandre_telephone alexandre_telephone 10 hours ago Flag

    24 major customers

    Sentiment: Strong Buy

  • alexandre_telephone alexandre_telephone 11 hours ago Flag

    Small cells and capacity improvements : less capex but better margins for ALU.

    Sentiment: Strong Buy

  • lte strong
    fios strong

    Sentiment: Strong Buy

  • alexandre_telephone by alexandre_telephone Jul 14, 2014 6:02 AM Flag

    SoftBank has reached a basic agreement to acquire T-Mobile US from Deutsche Telekom, the Nikkei reported. The two sides are still ironing out the details, and the deal would need clearance from US regulators. The Japanese carrier plans to buy more than 50 percent of T-Mobile shares through Sprint from Deutsche Telekom, which owns a roughly 67 percent interest. SoftBank will pay cash and use stock swaps to cover the estimated purchase cost of more than USD 16 billion, the report said. Eight financial institutions will bankroll the deal with credit lines of about JPY 4 trillion. Deutsche Telekom is reportedly concerned that T-Mobile's competitiveness will suffer if capital investment is put off during the regulatory approval process or if the deal is not approved. It is asking SoftBank to compensate if this happens. The two sides apparently have not finalized several other conditions as well, the Nikkei said.

    Sentiment: Strong Buy

  • alexandre_telephone by alexandre_telephone Jul 14, 2014 4:54 AM Flag

    confirmed by nikkei on friday

    Sentiment: Strong Buy

  • alexandre_telephone by alexandre_telephone Jul 11, 2014 9:18 AM Flag

    news on this yesterday

    Sentiment: Strong Buy

  • Reply to

    ALU can sign all the contracts they want. They

    by joeybabe1 Jul 8, 2014 8:55 AM
    alexandre_telephone alexandre_telephone Jul 10, 2014 3:25 PM Flag

    Alexandre_telephone confirms the strong performance of Alexander Bell ;-)

    Sentiment: Strong Buy

  • alexandre_telephone by alexandre_telephone Jul 9, 2014 8:11 AM Flag

    projects

    Caisse des dépots et consignation and BEI (banque europenne d'investissement)

    Sentiment: Strong Buy

  • alexandre_telephone alexandre_telephone Jul 9, 2014 6:55 AM Flag

    Key Facts:

    · Vodafone has named Alcatel-Lucent a Supplier of Reference for small cell and Wi-Fi technology.

    · The award adds Alcatel-Lucent as a supplier to Vodafone's Project Spring organic investment program.

    · As supplier of reference, Alcatel-Lucent can bid on business in all Vodafone countries with its Metro Cell Outdoor small cell products.

    · This award consolidates the long term small cells partnership between Vodafone and Alcatel-Lucent, initiated years ago through the deployment of Alcatel-Lucent residential and enterprise small cells in multiple properties for Vodafone, followed more recently by Alcatel-Lucent´s latest generation of small cells trial in the Netherlands.

    · Alcatel-Lucent's market leading small cell portfolio has over 115 contracts in over 45 countries.

    Sentiment: Strong Buy

  • alexandre_telephone by alexandre_telephone Jul 9, 2014 6:21 AM Flag

    Vectoring and small cells = better margins, and strong growth
    SDN and NFV = market share defense, ALU is part of the future.
    Optics = ?? (i don't know, I would like to read your opinion)

    Sentiment: Strong Buy

  • alexandre_telephone alexandre_telephone Jul 9, 2014 6:15 AM Flag

    Innovation*10. ALU has leverage on fixed networks.

    Sentiment: Strong Buy

  • alexandre_telephone alexandre_telephone Jul 2, 2014 2:56 PM Flag

    The routing equipment market, where the company competes with Cisco Systems (CSCO), Juniper Networks (JNPR), and with China’s privately held Huawei, may be worth more than the entire company, he opines. It is on track to boost margins, he notes:

    The “Core” networking business unit of Alcatel Lucent is the crown jewel of the company and if it were a standalone business, we think it could be worth more than the total value of the entire company. As part of the Shift plan, Alcatel-Lucent has guided to 12.5% margin in this business with revenue #$%$7bn in 2015. At this time, whether the revenue run rate will be reached in ’15 is uncertain but with the segment reporting 7.1% margin in the seasonally weak 1Q, this indicates that the business is on track to report 12.5% margin in ’15. In particular within core networking, Routing is the most significantly profitable segment for Alcatel-Lucent.

    The big remaining issue for ALU is its wireless equipment business, notes Deshpande, and he thinks the company should just sell it:

    Sentiment: Strong Buy

  • alexandre_telephone alexandre_telephone Jul 2, 2014 2:56 PM Flag

    Shares of Alcatel-Lucent (ALU) are up 13 cents, or almost 4%, at $3.67, after J.P. Morgan’s Sandeep Deshpande today raised his rating on the shares to Overweight from Neutral, writing that the company’s turn-around effort is moving along faster than he had expected, and that the stock’s sell off — it is down 17% this year, despite doubling in the past 12 months — is mere profit-taking, “not because progress has stalled.”

    Not only has the company cut its fixed costs faster than promised, it has been able to reduce overall operating costs, a rarity, he notes:

    As part of the “Shift” restructuring plan announced in Jun 2013, Alcatel-Lucent had announced a target to reduce fixed costs (in COGS and opex) by #$%$1bn over 2013- 2015 compared to 2012 fixed costs base of #$%$5.9bn. As seen in charts below, the progress on fixed costs reduction has been ahead of their plan. The company achieved fixed costs reduction of #$%$335m in 2013, better than their target of #$%$250- 300m fixed costs reduction. The company achieved an additional #$%$143m fixed costs reduction in 1Q14 with the cumulative fixed costs reduction of #$%$478m by end of 1Q14, almost 50% of the target to achieve #$%$1bn fixed costs reduction by 2015. Thus, cost cuts have been ahead of the plan in recent quarters. Fixed costs savings have also clearly translated into lower opex (as seen in Figure 2b) with 1Q14 opex 12% lower than 1Q13 opex. In the past, we did not always see cost savings highlighted from restructuring translate into any material lower reduction in the opex for the company. Thus, that opex is also being cut materially from the elevated levels (relative to sales) of the past is encouraging.

    Sentiment: Strong Buy

  • alexandre_telephone alexandre_telephone Jul 2, 2014 10:13 AM Flag

    Thanks !

    Sentiment: Strong Buy

  • Reply to

    Belgacom: ALU's DSC to Deliver 4G LTE

    by alexandre_telephone Jul 2, 2014 7:10 AM
    alexandre_telephone alexandre_telephone Jul 2, 2014 7:11 AM Flag

    Belgacom's deployment of the Diameter Control Point is a strong endorsement of Alcatel-Lucent's technology

    Sentiment: Strong Buy

  • alexandre_telephone by alexandre_telephone Jul 2, 2014 7:10 AM Flag

    roaming

    Sentiment: Strong Buy

  • alexandre_telephone alexandre_telephone Jun 27, 2014 1:36 PM Flag

    I confirm this information.
    (China Telecom has been awarded a FDD LTE licence this morning - 16 chinese cities - and has confirmed a 62M devices order, 100M LTE terminals is still their target.)

    Sentiment: Strong Buy

  • alexandre_telephone by alexandre_telephone Jun 27, 2014 8:19 AM Flag

    Gui Luoning, president of Bell Labs China, based in Shanghai, says the overall figures on research and development spending in China understate its actual strength.

    "I think the main focus of many multinationals is to spend money on research and development in China, and it is a growing trend," he says.

    "You might not have the people with skills you don't see elsewhere, but you are in a place where you have problems you want to solve and develop the technology for." Bell Labs, part of the French telecommunications giant Alcatel-Lucent, employs 100 scientists, working on the future of wireless technology and ultra broadband.

    The company's labs in Shanghai were responsible for a large proportion of the 3,000 patents the company filed last year. It has other bases in the US, Belgium, France, Germany, Ireland and South Korea.

    Gui, who has been with the company since 1996, says there is no doubt about the importance of the market when clients such as China Mobile has 600 million subscribers, more than any other phone company in the world. Bell also works with China Unicom and China Telecom.

    "If you are talking about China Mobile moving into cloud computing you have the numbers of customers you would not find anywhere else in the world.

    "We have an understanding of the issues of these companies and some of the best thinkers and minds in the world." Bell Labs, set up in 1925 and which invented the transistor and the laser and has shared in seven Nobel prizes, recruits the majority of its staff from China.

    "Most of our staff are Chinese and 100 percent of them have PhDs from not only the top universities in China but also from the United States and Britain and elsewhere.

    "We no longer tend to bring in expats for four or five years. We are more project-based and bring people in from outside when we need them." Gui says it is no longer important where research and development scientists are actually based.

    "You can walk into rooms in our offices and be instantly conn

    Sentiment: Strong Buy

  • alexandre_telephone alexandre_telephone Jun 27, 2014 7:14 AM Flag

    Very interesting! thank you

    Sentiment: Strong Buy

  • alexandre_telephone alexandre_telephone Jun 27, 2014 6:23 AM Flag

    Chairman Wang Xiaochu stated at a public event that an important event will take place at 5 pm today. Chinese media translated the hint as the MIIT will soon grant the 4G license of FDD-LTE.

    According to market sources, the MIIT will grant the license of FDD experimental network to CHINA TELECOM and CHINA UNICOM , which will cover 22 cities in China, including Shanghai, Chengdu and Nanjing. The MIIT has not commented on the market rumor so far.

    Sentiment: Strong Buy

SQNS
1.58-0.03(-1.86%)Jul 22 4:00 PMEDT

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