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Alcatel-Lucent Message Board

goalugo 13 posts  |  Last Activity: Oct 6, 2014 8:34 PM Member since: Jul 11, 2012
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  • AUSTIN, Texas, Oct 06, 2014 (BUSINESS WIRE) -- ABI Research’s latest forecast for outdoor small cells includes new market research and revises its expectations for 2014 and the forecast period to deliver a 48% CAGR through 2019. “We expect operators like AT&T, Verizon, Vodafone, Telefónica, Softbank, SK Telecom, and Sprint to drive the growth by deploying both outdoor small cell and metrocell networks,” says Nick Marshall, mobile networks research director at ABI Research. “These changes to ABI Research’s small cell forecasts reflect real deployment scenarios from discussions with vendors and MNOs which now report that 2015 will witness meaningful small cell deployments.”

    The challenges of backhaul, power, permitting, and siting have all served to throttle back small cell rollout. This has driven the rise of Small Cells as a Service (SCaaS) from OEMs such as Alcatel-Lucent, Nokia Networks, and Ericsson and infrastructure owners such as Towerstream, Crown Castle, Cloudberry Mobile, and Virgin Media Business. These services all solve small cell deployment challenges for the mobile operator, removing Fear, Uncertainty, and Doubt.

    In 2015, 4G small cells will be the fastest growing small cell type in the market driven by venue and dense urban deployments. ABI Research forecasts the number of LTE small cells to double in 2015 and by a similar factor each year through 2019 where the value of LTE small cells will represent almost 70% of the small cell equipment market.

    The Asia-Pacific region, given its large size and 4G deployments in South Korea and Japan and the start of commercial TD-LTE operations in China and India will grow to represent over 50% of the worldwide small cell equipment market by 2019.

  • *Key Dates: April 1, 2016….and each year at April 1st.

    The Board of Directors decided the principle of an award of 1,300,000 Performance Units in 2013 to Mr. Michel Combes with a three -year vesting period based on presence and performance conditions.
    Performance Units are conditional rights, which give their beneficiaries the right to receive a cash remuneration. The value of each Performance Unit is determined based on the average price of the Alcatel Lucent share on the stock market over the 20 trading days preceding April 1, 2016.
    One third of the rights will vest per year, subject to the fulfilment of performance conditions, and will be unavailable until the end of the three-year period.
    The acquisition of the Performance Units will be subject to the satisfaction of two performance criteria:
    -- 50% based on the annual evolution of the Alcatel Lucent share price, measured each year at April 1, against the evolution of the share price of a representative sample of 11 other solutions and service providers in the telecommunications equipment sector (Adtran, Arris, Ciena, Cisco, Ericsson, F5 Networks, Juniper, Nokia, Motorola Solutions Inc., Tellabs and ZTE), with the same evaluation grid and methodology as those used for performance shares granted to employees,
    The level of achievement will range depending on the positioning of the evolution of the Alcatel Lucent stock price within this sample from 100% if Alcatel Lucent is in the top four (4) positions of the sample, to 20% or less if Alcatel Lucent is in the last three (3) positions.
    50% based on the definition and execution of the Company’s strategy in order to meet the 2015 financial plan as described in the public lenders information memorandum made publicly available on December 14, 2012.

  • Reply to

    very big announcement after hours !!!

    by energyindependantusa Sep 24, 2014 4:00 PM
    goalugo goalugo Sep 24, 2014 6:50 PM Flag

    As an ALU long, I find it disturbing to "almost" hope for no "very big announcement." You would take credit for it, and I sincerely don't want to experience that.

  • For some of the old timers here…does anybody remember the dude who kept on talking about Avanir on this board? If I had gone in on that, I would get out today! What a jump. I can only hope ALU comes around like that.

  • goalugo goalugo Aug 28, 2014 8:19 PM Flag

    Wireless division is possible, certainly now that Alcatel regained full control of their patents. I doubt a merger, and a buy out will not happen.

  • Reply to

    GS Loan will be repaid next week

    by dr.johndurkin Aug 18, 2014 1:15 PM
    goalugo goalugo Aug 18, 2014 6:40 PM Flag

    I wonder if this was one of the things that has been holding up the sale of the wireless division. Why would someone pay for that unit if the patents that belong to it are in GS control? This will help clear the way for the wireless asset disposal.

  • He may not be too concerned about the current share price. However, he will care about the share price come March/April of 2016. An excerpt of his performance/incentive package:
    "The Board of Directors decided the principle of an award of 1,300,000 Performance Units in 2013 to Mr. Michel Combes with a three -year vesting period based on presence and performance conditions.
    Performance Units are conditional rights, which give their beneficiaries the right to receive a cash remuneration. The value of each Performance Unit is determined based on the average price of the Alcatel Lucent share on the stock market over the 20 trading days preceding April 1, 2016.
    One third of the rights will vest per year, subject to the fulfilment of performance conditions, and will be unavailable until the end of the three-year period."

  • goalugo by goalugo Jul 31, 2014 5:23 PM Flag

    Only 91 days until the 3rd quarter results. I can't wait. The earning release should come in around 10:15pm (PST) on 10/30/14. Predictions anyone? Sam? LOL…anyway, what a brutal day! All in all, the company has made significant improvements, including regaining control of the patents (August). With that, the first step of the transformation is nearly complete. Now the focus "Shifts" to innovation and growth. There is no pretty way to win this turnaround. With Combes and Raby we will win, but at times it will be "winning ugly".

  • Here in the U.S. ALU's press release will be available at 10:15pm (PST) Wednesday 7/30/14. Adjust the time for your time zone.

  • Reply to

    Shift Plan and Q2

    by theprofit2014 Jul 26, 2014 10:56 PM
    goalugo goalugo Jul 27, 2014 12:10 AM Flag

    I'm sure he meant 2016. The Shift Plan is a 5 semester plan. The second half of 2013 (when MC really took charge and started making changes), the first and second half of 2014, and the first and second half of 2015. 5 semesters Shift Plan. Now, according to Combes, they are ahead of schedule, so how much that changes things in terms of time frame, I'm not sure.

  • We Must Be Doing Okay to be Investing In Other Companies (see Below):

    CounterTack, a pioneer in delivering real-time endpoint threat detection, context and visibility around targeted attacks, today announced it has received additional funding to close its Series B financing round from Alcatel-Lucent

  • goalugo by goalugo Jul 23, 2014 6:35 PM Flag

    So NOK reports about 10pm PST (1am EST). Personally, I hope they beat consensus (+0.07) with positive guidance.
    What really intrigues me is this: ALU is ahead of schedule on the Shift Plan. This might be the last quarterly earnings report where there is real uncertainty regarding having a cash flow positive quarter. I hope they surprise to the up side. Going forward, we are going to be in a position where "hope" turns into expectation. If we truly are ahead of schedule, after July 31, we can expect further reports to meet the cash flow positive goals (void of any global meltdown).

  • goalugo goalugo Jul 23, 2014 11:10 AM Flag

    Didn't AT&T announce today that they just signed on ALU to work with them with Cloud Networking? Another nice win.

ALU
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