Great news on Mar 4, Citi Analysts Went To The Mobile World Congress; Here's What They Saw
Of Nuage's 16 data center deployments, about half ride over Cisco Systems Inc (NYSE: CSCO) switches, and half ride over Arista Networks Inc (NYSE: ANET) switches. CEO Sunil Khedekar believes that Nuage beats competitors because of its superior automation and pricing structure.
China is vast, it is the second largest country by land mass in the world with 9.6 million square kilometres and a population of 1.3 billion. The challenges of providing cloud services to such a huge market are huge and China Telecom as one of the main providers in China has turned to Nuage networks to solve one of its key issues.
With the need to build a dynamic software defined network (SDN) to enable it to deliver new services, China Telecom has turned not to Huawei, as one might expect, but to Nuage networks. With a large and increasingly complex network the SDN technology will be important to meet the growing demand on its network and cloud services. Part of the contract also includes security services to mitigate against Distributed Denial of Service attacks (DDoS), which because of the volume of computers on the network becomes almost a certainty as a result of events rather than malicious intent. In the event of targeted attacks against specific customers the technology is able to isolate parts of the network to mitigate that attack
This past January they just up PPS to $3.50 now to $4.00 1 month later.
In their report today they state their forecast in EURO:
We forecast EPS of EUR0.20 in 2015E and EUR0.28 in 2016E.
In your post they use dollars .23 and .32 which looks like they expect the EURO to be at 1.15 by year end.
The Euro has been falling with oil & now rising with oil. Seems crazy but look at the charts.
Here's The REAL Reason The Euro Has Been Plunging
Read more: http://www.businessinsider.com/why-the-euro-has-been-falling-2012-5#ixzz3QhvMSpH5
The best qtu of the year 9 pennies I hope they can do much better then that next year in qty 4.
Hope this does not hit us tommorow. It has hit CSCO & JNPR in AH.
F5 Networks, Inc. (FFIV)
After Hours : 106.52 19.43 (15.43%) 7:59PM EST
(Reuters) - Network equipment maker F5 Networks Inc (FFIV.O) reported revenue that missed Wall Street's estimates for the first time in eight quarters due to "a marked decrease in the number of deals greater than $1 million".
Never know they upgraded ALU:
Alcatel-Lucent (ALU) is a leading global provider of IP and Cloud networking, ultra broadband fixed and mobile access. The company operates its business in three primary segments: Core Networking, Access and Others.
Alcatel-Lucent holds a Zacks Rank #2 (Buy) and has expected earnings growth of 86.2%. The forward price-to-earnings ratio (P/E) for the current financial year (F1) is 17.07
gains is this stock are getting eaten up by the EUR dropping. We already saw a 15% drop since last year. This year we could see another 15% drop putting us on par with the Euro. GOOD or BAD?
A weaker euro: by abandoning the peg, the Swiss have removed a key buyer of the euro. And that could put a lot more pressure on the euro and boost the US dollar.
"This move sees a major buyer of the Euro leave the building and opens the way for further/faster euro weakness. It will trigger further broad-based dollar strength..." wrote Societe General currency strategists this morning.
•BAC recently downgraded ALU to Underperform with a $2.83 price target.
•Its analysis completely contradicts Credit Suisse's call on ALU.
•Here's why Credit Suisse is right, and what BAC must have forgot.
Alcatel-Lucent's (NYSE:ALU) stock fell on Monday behind a downgrade from Bank of America to Underperform, price target $2.83. The basis of the downgrade comes down to one thing: A belief that Alcatel-Lucent can not grow fast enough with less spending among telecom customers to achieve positive cash flow next year. While the call itself is logical, BofA may be forgetting one important thing.
Given BofA's outlook, the firm seems to have forgotten the popularity of Alcatel-Lucent's 7950 XRS router. In fact, maybe BofA has forgotten how well Alcatel-Lucent is performing throughout its entire IP routing business. This doesn't even include new IP products like high performance virtual routing that's proven to be superior to the competition.
That said, Alcatel-Lucent's IP routing business has grown at a compound annual rate of 12.5% over the last decade, and remains its one true growth segment, accounting for about a quarter of the company's revenue. This performance has been in large part due to Alcatel's 7950 XRS router, which is being used for both mobile and broadband internet routing, with capabilities to route the most sophisticated and largest of networks.
Just last quarter Alcatel-Lucent signed four major contracts. It will supply the 7950 routers that'll help CenturyLink (NYSE:CTL) upgrade its broadband speeds to one gigabit per second, Gbps, in 16 cities. Given the fact that Alcatel-Lucent is one of AT&T's biggest suppliers, there's a good chance that it will be upgrading its broadband from 300 megabits per second to 1 Gbps as well.
Aside from the U.S., Alcatel-Lucent will also supply routers to China Mobile (NYSE:CHL), China Unicom (NYSE:CHU) and China Telecom (CHL). Alcatel's 7950 XRS router will help each company power its 4G net
Alcatel-Lucent announced a significant appointment late Monday, announcing that longtime Oracle Communications executive Bhaskar Gorti is its new President of IP Platforms, filling a seat previously kept warm by Andrew McDonald.
In his new job, Gorti will take responsibility for the Alcatel-Lucent (NYSE: ALU) business units that specialize in cloud, NFV, OSS, policy management and charging, customer experience management and security. He will report directly to CEO Michel Combes.
Gorti has extensive experience in the service provider IT (SPIT) sector, having been senior VP and general manager of Oracle Corp. (Nasdaq: ORCL)'s Communications Global Business Unit since 2006, when he joined the IT giant as part of the acquisition of Portal Software. (See Oracle Acquires Portal.)
Find out more about Gorti and his views of the communications sector in Light Reading's extensive interview with him. (See Confessions of an Oracle Shopaholic: Pt I and Confessions of an Oracle Shopaholic: Pt II.)
Gorti's time at Oracle not only makes him a very experienced OSS and BSS executive, but also gives him some early insights into network functions virtualization (NFV): The emerging importance of NFV was one of the key drivers behind Oracle's acquisitions of Acme Packet and Tekelec in 2013. (See Oracle Snaps Up Tekelec and Is Acme a Virtual Gain for Oracle?)
The appointment is also another signal that AlcaLu is getting back on its feet after a tough few years, and that it is pushing ahead further with its Shift Plan, which has IP at its heart. (See Interview: Alcatel-Lucent CEO Michel Combes and Alcatel-Lucent Builds Future Around IP.)
The big question is: Exactly how will Gorti's role fit alongside that of Basil Alwan, Alcatel-Lucent's king of IP? As the vendor virtualizes more and more of its portfolio, exactly which of these two executives will be driving the virtualization and cloud strategy, including the direction of AlcaLu's CloudBand unit (which also has a new lead executive)? (See Alcatel-Lucent Joins Virtual Router Race, Basil Alwan Interview: The Road to Cloud and AlcaLu Losing Key NFV Exec.)