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Alcatel-Lucent Message Board

romangerasch 146 posts  |  Last Activity: 12 hours ago Member since: Mar 30, 2009
  • and so the Coal Price is about to go up!!!

    Right Math?

  • Alcatel Targets Google, Comcast for Growth Beyond Carriers

    Alcatel-Lucent SA Chief Executive Officer Michel Combes said new customers from Comcast Corp. to Google Inc. (GOOGL) will help boost sales at the network-equipment maker to compensate for slower demand from phone companies.

    Combes, who spent the week meeting investors, analysts and customers in the U.S., said he’s come back with expectations of a “massive appetite” from new clients -- banks, cable operators and Internet companies.

    “We’ve done what it takes on the cost front, but a cash flow target isn’t enough to mobilize a company,” Combes said in an interview in his office at Alcatel’s headquarters near Paris, fresh off a flight back from New Jersey. “The next chapter for us is about innovation and growth.”

    As U.S. phone companies, such as AT&T Inc., take a break from upgrading their networks and European carriers struggle with falling profit, Combes is looking for new customers for growth. Comcast (CMCSA), Banco Bilbao Vizcaya Argentaria SA (BBVA) and Airbus Group NV (AIR) were among customers presenting alongside Alcatel this week as the company had its first investor day in seven years and discussed technology with customers and analysts, Combes said.

    Alcatel has signed as many as 15 non-carrier customers since the CEO joined the company in April 2013, including Google, Apple Inc. (AAPL) and Facebook Inc. (FB), he said.

    Combes also confirmed that the company will be profitable this year and generate positive free cash flow in 2015. Its shares have more than doubled since Combes took over as he’s made progress with a turnaround plan.

    After cutting jobs and refocusing Alcatel (ALU)’s research and development teams to bulk up its software offering, Combes is seeking to make clients who aren’t phone companies account for a larger share of the company’s revenue.

    “We’re signing contracts -- that’s proof that clients understand our R&D repositioning,” Combes said.

  • Upgrades to Liquid Telecom's fibre networks in Kenya and Uganda will increase access to high-speed, high-bandwidth Internet

    Cape Town, South Africa, November 13, 2014

    Alcatel-Lucent (Euronext Paris and NYSE: ALU) is to provide Liquid Telecom with various GPON and DWDM technologies for the expansion of its networks in Kenya and Uganda.

    Alcatel-Lucent is providing upgrades to previously deployed dense wavelength division multiplexing (DWDM) and gigabit passive optical networking (GPON) technologies. The DWDM upgrades will enable Liquid Telecom to add capacity needed to meet the demand for broadband services, as well as address new markets and business opportunities. The technology will be used to provide the home and small office markets with high-speed Internet services.

    Key Facts:

    Liquid Telecom is deploying GPON technology supplied by Alcatel-Lucent in Nairobi, Kenya.
    The DWDM enhancements will be deployed to Liquid Telecom’s network in Nairobi and Mombasa.
    Alcatel-Lucent is providing its industry-leading 7360 ISAM FX and 5520 Access Management System to support GPON-enabled fiber-to-the-home (FTTH) as well as its industry-leading IP Transport product family including the 1626 LM to support the DWDM.

  • Reply to

    Cisco Systems' fiscal first quarter ...

    by jackassdurkin Nov 12, 2014 10:21 PM
    romangerasch romangerasch Nov 13, 2014 2:32 AM Flag

    Great for ALU:

    Cisco: From last Q Report

    ...Cisco has also struggled with sluggish sales and increased competition in emerging markets. The company said sales in China fell by a third in the first quarter...

    Alcatel-Lucent: From last Q Report

    ...Asia Pacific posted a 22.5% year-over-year growth...

    And the 3 Biggest Core Routing Contracts are ready to Rollout....

  • romangerasch romangerasch Nov 12, 2014 9:32 AM Flag

    Key Facts:

    While others have focused on delivering one or two router virtual network functions, Alcatel-Lucent has drawn from its extensive experience in developing routing code to deliver the industry’s most complete suite of router applications.
    Alcatel-Lucent has architected its routing software to get the best performance, resilience and reliability on general purpose (x86) compute platforms. The company is demonstrating 320G half duplex, or greater than 2x better than competitor offers, for a virtualized Provider Edge routing application in a single x86 server.
    Tests for the new Virtualized Route Reflector application achieved 8x the performance in the control plane over competitor offers
    Alcatel-Lucent is continuing to innovate in routing hardware giving providers and enterprises the best of both worlds - the software and specialized hardware necessary for the carrier cloud
    Services can now be introduced on a small-scale without huge outlays in time, cost and support, and then scaled to meet growth in demand.
    Because the VSR is supported by the same Alcatel-Lucent Service Router Operator System (SROS) and managed by the 5620 Service Aware Manager (SAM), providers and enterprises will be able to seamlessly deploy the VSR alongside its hardware-based routers.
    It is underpinned by Alcatel-Lucent’s five-years of NFV expertise using the CloudBand™ 2.0 NFV platform and its extensive Nuage Networks SDN capabilities and further builds on our NFV strategy of delivering a full range of networking solutions for a software-driven world.

  • New portfolio offers up to eight times the performance compared to competitive solutions, allowing IP networks and services to scale without limits

    Basking Ridge, New Jersey, USA, November 12, 2014
    Alcatel-Lucent (Euronext Paris and NYSE: ALU) is delivering the industry’s most complete IP edge routing software portfolio built to meet the demands of any carrier cloud environment. The Alcatel-Lucent Virtualized Service Router (VSR) is an extensive suite of software applications that will allow IP networks and services to scale flexibly as demand grows. Based on Alcatel-Lucent’s well-tested and proven non-stop routing code, the portfolio - which is available now and will continue to roll out in 2015 - will be a rich addition to the company’s routing hardware family.

    With this expansion, Alcatel-Lucent gives service providers and large enterprises both the router software and specialized hardware necessary to build a flexible network with the right performance and economics for the cloud era.

    By deploying both hardware and software-based routing functionality, providers will have the best of both worlds, able to evolve networks at their own pace and choose the service delivery to meet the specific needs of their customers. For example, they could opt to support the ultra-high capacity and performance service demands of large enterprises with hardware-based routers, and meet the needs of smaller business customers with the flexible VSR.

    Early NFV deployments show a reduced time-to-market from several months to a few weeks and Alcatel-Lucent is now bringing those benefits to routing. With this model, Alcatel-Lucent enables the telecommunications industry to take on a cloud-centric approach towards building networks and delivering services. This simplifies the process from ordering to delivery, while reducing the costs and increasing agility, with the ability to scale up, down or out, as required.

  • romangerasch romangerasch Nov 12, 2014 7:25 AM Flag

    Alcatel-Lucent up after the 'Investor Day' ...

    Back from the "Investor Day" , the CM-CIC said reinforced the idea that "the combination of growth and labor cost effects will enable the group to achieve its objective of generating FCF positive in 2015 (ME 320), which has never happened since the merger between the two entities. "

    Investor Day held in Basking Ridge, New Jersey yesterday was the opportunity to make a progress report on the first phase of "shift map" (Refinancing Refocusing) which was completed in August this year . "The customer diversification to large technology companies, but also a greater geographical range to reduce customer exposure, particularly among US operators allows to increase the profile of the group" says the analyst. "We expect a return to growth related to the end of the phase redefinition of the scope of business by sales and better selectivity and a strong order book provided. Finally, we expect the full effect of margin improvement for 2015 "...

    For the broker, "the reallocation of resources (85% of 'R & D' in 2014 budget in new technologies, against 67% in 2012) and the use of partnerships can remain optimistic about the group's ability to maintain its competitiveness. The stock is trading on ratios EV / EBIT 2015th 2016th respectively 6.5 and 6.3 times, a discount of 35% compared with Ericsson . "

  • romangerasch romangerasch Nov 12, 2014 7:10 AM Flag

    Return the day investors, Morgan Stanley analysts have taken up their price target on Alcatel-Lucent to 3.3 euros (3.2 euros against previously). They did retain their positive bias on the telecom equipment with a recommendation "Outperform" repeated. The broker focuses its argument on cash generation, which should be higher than expected due to the reduction of the debt burden and lower pensions. In the end, Morgan Stanley believes that the group led by Michel Combes could generate more than 300 million euros per additional year on a pro forma basis after implementation of the plan Shift, allowing the return of a shareholder remuneration under the form of a dividend, for example.

  • romangerasch romangerasch Nov 12, 2014 7:01 AM Flag

    Alcatel-Lucent : analysts are sticking to their positions

    Analysts emerged reassured investors the day of # Alcatel-Lucent |. The record does not yet sparks this morning with a slight gain in a hesitant market. We identified 12 dealers who spoke this morning on the back: Santander (buy, target 3.30 euros)
    Societe Generale (purchase, 3 euros).
    Deutsche Bank (preserve, 2.70 euros).
    Sanford Bernstein (outperformance, 3.50 euros).
    CM-CIC Securities (buy 4 euros)
    Oddo Securities (buy, 3.80 euros). -
    Kepler Cheuvreux (buy, 4.40 euros). -
    Natixis ( buy, 3.50 euros). - Nomura (buy, 3.36 euros).
    Barclays (overweight, 4.25 euros). -
    Credit Suisse (neutral, 3.25 euros).
    Morgan Stanley (overweight, target 3.20 to 3.30 euros).

  • romangerasch romangerasch Nov 12, 2014 4:16 AM Flag

    Morgan Stanley raised their price target on Alcatel-Lucent from #$%$ 3.20 to #$%$ 3.30. Overweight.

  • The troubled telecoms equipment maker Alcatel-Lucent (ALU.FR) could exceed the financial targets for 2015 as part of its strategic plan "Shift", despite difficult economic conditions weighing on capital investment in the sector, say Barclays analysts. "We left the day investors Alcatel-Lucent is even more confident that the group will not only reach but probably exceed the goals it has set itself for 2015," said the British bank in a research note published Wednesday. For next year, Alcatel-Lucent is a turnover of more than 7 billion euros and an operating margin of more than 12.5% ​​for the business segment Heart Network. The group also hopes to release a stream of positive operating more than 250 million cash for Access and Other segments. "Alcatel-Lucent is one of the few, if not the only telecom equipment firm wishing to give detailed forecasts and long term, both in terms of results and revenues," says Barclays who believes that the group should outperform most of its competitors. At the Paris Bourse, the title Alcatel-Lucent rose 0.8% Wednesday to 2.62 euros, and is enshrined in the CAC 40

  • romangerasch romangerasch Nov 12, 2014 4:05 AM Flag

    CM-CIC Securities reiterates its recommendation to Buy Alcatel-Lucent, with a target price of 4 euros. The broker, who participated Tuesday in an Investor Day in the US, said he was comforted by "the combination of growth and labor cost effects" of the group in the idea that he "will reach its goal of generating FCF positive in 2015 ". A first since the merger between Alcatel and Lucent in 2006.

    It also believes that "the reallocation of resources and the use of partnerships can remain optimistic about the group's ability to maintain its competitiveness."

    From the point of view of development, CM-CIC notes that Alcatel-Lucent share is trading at a discount of 35% compared to Ericsson, based on the ratio EV / Ebitda.

  • romangerasch romangerasch Nov 12, 2014 3:04 AM Flag

    From Investor Day Yesterday (Presentation from Basil Alwan):

    Core Routers and Nuage sales to double next year...

    Highest Margins Biz from ALU to DOUBLE....

  • 6 minutes ago (FRENCH TRANSLATED

    Alcatel-Lucent held an investor day which generally reassured analysts present. Oddo Securities, for example, left unchanged its forecast 2014/2016, having enjoyed maintaining a forecast turnover of 7 billion euros on the core business in 2015, and the soothing comments on the decline in investment AT & T, which had dropped the title on Monday. The equipment recalled in this regard that its customer base is diversified and it now includes cable companies and so-called "web 2.0" companies. He also believes that network virtualization is an opportunity rather than a threat. In addition, strong evidence of Vodafone yesterday suggest that the European market will crescendo. Oddo is a buyer and is 3.80 euros.

    Bernstein for his part noted the tone incredibly confident management on the 2015 target of turnover. The broker now believes, after the details provided by the officers, that the target of 7 MdsE is fairly ambitious, but considers that the risk to the next exercise should be lowered and that its own forecasts are too pessimistic. In addition, the analyst is not as dark on the optical and wireline segments, because the output of several market has made ​​a technological leader Alcatel. Vectoring solutions, fiber or group G.Fast offer him a good short-term dynamics. It will still confirm the longer term, but concedes that Bernstein did not expect it. In mobile, the situation has stabilized but remains precarious. When intellectual property, the presentation showed that investors were waiting for the conference Nokia on this Friday just about anything , ironically the design office. In the end, Alcatel seems to be in a great position now, according to Bernstein, even if management forecasts for 2015 appear a little ambitious. The recommendation remains to "outperform" with a target of 3.50 euros

  • Reply to

    From Call: New Partnership with Freescale....

    by romangerasch Nov 11, 2014 8:31 AM
    romangerasch romangerasch Nov 11, 2014 10:11 AM Flag

    Announcement Tomorrow. Also they will announce a Virtual Edge Router (equal Hardware Bestselling 7750)

  • Impressive Call...

  • Even Germany is still and will be Coal addicted....

    11 Nov 2014 09:00 GMT+01:00

    Federal business minister Sigmar Gabriel declared that getting rid of coal in Germany, at least in the short term, is unrealistic, he wrote in a position paper released on Tuesday.

    "One cannot get out of nuclear and coal-powered energy simultaneously. Those who want that ensure soaring electricity costs, supply insecurity and the migration of a large part of German industry," the Social Democratic (SPD) politician warned.

    He also said it was dangerous to pit natural and conventional energy sources against one another in the energy revolution.

    "We have to end the illusion of the current German energy policy," he said, referring to the German plan to step away from nuclear energy by 2022 and coal power by 2020.

    Gabriel's statement is in opposition to his SPD colleague, environmental minister Barbara Hendricks, though he doesn't think so, whose goal is to reduce carbon dioxide production to 1990 levels.

    "I am above all confident that the question of which energy plants stay power is a decision that should be made by their operators and not the state," he said.

  • Good News for ALU`S Core Routing Biz....

  • romangerasch romangerasch Nov 10, 2014 4:54 AM Flag

    Next bullish Report in FT:

    November 10, 2014 8:51 am
    Peabody sees reprieve from US carbon cuts push

    The Republican party’s victory in US Congressional elections last week has raised industry hopes for a rollback of the Obama administration’s plan to slash emissions from coal-fired power plants, according to Peabody Energy, a vehement opponent of the proposal.

    The plan to reduce greenhouse gas emissions from power stations is the most ambitious effort to combat climate change in US history. It has been vociferously opposed by the coal and power industries, who say it will cost jobs and raise electricity costs.

    “Our view is there will be fundamental changes to it before any final package comes through. Based on now, with the change in Congress, it’s going to be whatever the next administration decides in terms of how this comes through,” Greg Boyce, chief executive officer of Peabody Energy, said in an interview in Beijing on Monday.
    Shares in Peabody Energy, the largest US coal producer, have risen 13 per cent since last Tuesday, when the Republicans won a sweeping victory in midterm elections for the Senate that secured the party full control of Congress
    Mr Boyce said his company advocates building “supercritical” power plants worldwide that pollute less per unit of power produced than traditional plants. But he said the Environmental Protection Agency’s provisions requiring them also to be fitted with technology for carbon capture and storage technology, which isolates carbon dioxide emissions and stores them deep underground, is impractical and potentially very costly.
    But while Republicans have said since the midterms that legisla

ALU
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