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toad4you22 61 posts  |  Last Activity: 11 hours ago Member since: Aug 25, 2011
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  • Reply to

    Cackle! cackle!

    by sjflegends 12 hours ago
    toad4you22 toad4you22 11 hours ago Flag

    Do you want me to repost the Zach's article from February when they last reported earnings??? It's as easy as copy and paste..... :)

    Sentiment: Strong Buy

  • Reply to

    Looks like the bashers took a day off

    by cozy_corolla Apr 16, 2014 2:02 PM
    toad4you22 toad4you22 Apr 16, 2014 3:06 PM Flag

    Sooner than that, before 4/29/14.... :)

    Sentiment: Strong Buy

  • Reply to

    Heavy volume

    by toad4you22 Apr 16, 2014 10:49 AM
    toad4you22 toad4you22 Apr 16, 2014 12:45 PM Flag

    They won't be able to hold it down much longer..... :)

    Sentiment: Strong Buy

  • Reply to

    Time is running out....

    by theprofit2014 Apr 15, 2014 10:31 PM
    toad4you22 toad4you22 Apr 16, 2014 12:15 PM Flag

    Alcatel Reports Modest Q4

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    Zacks
    By Zacks Equity Research
    February 7, 2014 1:29 PM




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    Alcatel Lucent Soci (ALU) reported a modest fourth-quarter and strong full-year 2013, after struggling for almost two years to transform itself into a profitable company.

    For the fourth quarter, the company reported adjusted earnings of #$%$0.06 per diluted share ($ 0.08) per ADS, which includes restructuring charges of Euro (105) million, a net financial loss of Euro (161) million, an adjusted tax benefit of Euro 79 million, and non- controlling interest of Euro (22) million. Adjusted earnings surpassed the Zacks Consensus Estimate of a loss of 1 cent.

    The company reported earnings (excluding one-time items) of #$%$0.12 (17 cents) per ADS which was also well above the Zacks Consensus Estimate of a loss of 1 cent.

    Moreover, overall the results were encouraging as driven by growth in IP and LTE technologies due to key contract wins and market share gains. In addition, gross margin also improved due to a favorable product mix and higher volumes. The company’s Performance Program is on target and is achieving the desired results. Finally, Alcatel Lucent has succeeded in repositioning and establishing itself as the specialist of IP and Cloud networking, ultra broadband fixed and mobile access.

    Total Revenue

    In the fourth quarter of 2013, Alcatel posted revenues of #$%$3.9 billion ($5.4 billion), which were flat year over year but up 8.8% sequentially. Revenues fell short of the Zacks Consensus Estimate of $5.7 billion.

    Revenues by Geography

    Geographically, North America posted a 1.9% improvement year over year. However, Alcatel reported strong growth in Asia Pacific, with revenues increasing 10.2% year over year, driven by strong network roll-outs in China. However, Europe reported 0.1% decline in revenues, while revenues from the Rest of World were down 16.5%.

    Segmental Performance

    Revenues for the Core Networking segment decreased 7.4% year on year, but increased 14.7% sequentially to #$%$1.72 million ($2.36 million). Two of the three sub-segments reported year-over-year decline in revenues.

    Revenues for the IP Routing division were #$%$555 million ($764 million), declining 5.2% from the year-ago quarter and 2.6% sequentially, at constant currency. For fiscal 2013, sales grew 10.3% at constant exchange rates, reflecting a consecutive double-digit increase for the third year, driven by demand for ultra-broadband access technologies, such as LTE, that drove opportunities within mobile backhaul deployments.

    Revenues in the IP Transport division, which includes terrestrial and submarine optics, were #$%$544 million ($720 million). However, for the full year, revenues declined by 8.8% year over year at constant exchange rates due to stabilization in the second half as a result of improving mix within IP Transport throughout the year.

    Revenues in the IP Platforms division declined 5.8% to #$%$543 million ($748) year over year. However, for the full year, revenues surged 6.2% year over year at constant exchange rates due to good performance across a number of activities, specially the IMS and Subscriber Data Management businesses, growing at a combined 15% rate, driven by the rollout of LTE networks and Voice over LTE (VoLTE) technology.

    Revenue in the Access division grew 4.2% year over year during the fourth quarter and increased 3.5% sequentially to #$%$1.98 million ($2.73 million). Two of the four sub-segments reported revenue growth during the quarter.

    Revenues for the Wireless division were #$%$1.2 million ($1.71 million), an increase of 15.0% from the year-ago quarter due to strong growth in LTE, which in turn was driven by ongoing large deployments in the U.S. and China.

    For 2013, the division reported a double-digit increase in revenues, with LTE enjoying more than 70% growth year-over-year and the company’s overlay strategy showing continued success, driven by recent contract wins from China Telecom, Setar in Aruba, YooMee in Africa, Lazus in Colombia and Osnova in Russia. Nevertheless, this performance was partially offset by continued declines in 2G and 3G technologies, particularly CDMA which represented less than 15% of wireless revenues in the fourth quarter.

    Revenues for the Fixed Access division increased 2.4% year over year and 1.7% sequentially to #$%$542 million ($747 million) in the fourth quarter of 2013. The copper and fiber businesses continued to benefit from network upgrades to ultra-broadband technologies leading to strong year-over-year double-digit growth rates in the fourth quarter. In 2013, this division grew at a mid-single digit, further emphasizing positive trends in copper and fiber businesses, notably in the U.S. and Europe, while legacy technologies reported declines.

    Revenues from the Managed Services division were #$%$186 million ($256 million), reflecting a 30.1% decline year over year at constant exchange rate, due to restructuring efforts in this business.

    In the fourth quarter of 2013, the company recorded #$%$15 million ($20.7 million) of Licensing revenues and #$%$ 27 million ($37.2 million) of Intellectual Property disposals.

    During the fourth quarter of 2013, revenues for its Other segment were #$%$232 million ($319.7 million), reflecting a decrease of 8.5% year over year but a 2.6% increase sequentially, at constant currency exchange rates.

    Margins

    Gross margin for the fourth quarter was 3.4.3%, up approximately 400 basis points (bps) year over year and increased 170 bps sequentially. The year-over-year increase was driven by favorable product mix, operational improvements and reduced fixed operations costs, while the sequential improvement mainly reflects reduced operational costs. Full-year gross margin was 32.2%, improving by 220 bps compared to the prior year.

    Cash Flows

    Exiting the quarter, free cash flow was #$%$363 million ($500 million) excluding restructuring charges. Free cash flow improved by #$%$119 million ($1645 million).

    Performance Program

    In Jul 2012, the company announced a Performance Program primarily targeted at additional cost savings totaling #$%$1.25 billion by the end of 2013. At the end of the fourth quarter of 2013, Alcatel achieved #$%$104 million ($143 million) through fixed cost saving. For 2013, the company generated savings of #$%$363 million ($482.1 million). Further, management is continuously repositioning its IP Networking and Ultra-Broadband Access to derive the desired benefits.

    Divestitures

    Before the company ended 2013, Alcatel Lucent entered an agreement for the sale of LGS for approximately $ 200 million. This apart, following the earnings release, Alcatel Lucent mentioned that it has received a binding offer from a Chinese technology investment company, China Huaxin for the 85% acquisition of Alcatel-Lucent Enterprise.

    Sentiment: Strong Buy

  • Reply to

    Heavy volume

    by toad4you22 Apr 16, 2014 10:49 AM
    toad4you22 toad4you22 Apr 16, 2014 11:38 AM Flag

    Not just NOK, I could see why many companies would benefit from an ALU merger. Question is, who gets ALU first....... :)

    Sentiment: Strong Buy

  • toad4you22 by toad4you22 Apr 16, 2014 10:49 AM Flag

    Only up 4 cents, but looks like there are more buyers than sellers. Good sign big announcement will happen soon. Especially after the bad mouthing and bashers have had their way the last few weeks..... :) MSFT and NOK deal is supposed to close sometime this month. NOK needs ALU to survive, cash+stock deal..... :)

    Sentiment: Strong Buy

  • Reply to

    global markets mostly down now

    by rockettn Apr 15, 2014 11:26 AM
    toad4you22 toad4you22 Apr 15, 2014 12:59 PM Flag

    The Japanese company that bought S used the same kind of spectrum. S had a 50% stake in CLWR for their spectrum. S finished buying out CLWR so both S and Japanese company would have all of the same kind of spectrum. It's really not rocket science, It just made good sense..... :)

    Sentiment: Strong Buy

  • Reply to

    global markets mostly down now

    by rockettn Apr 15, 2014 11:26 AM
    toad4you22 toad4you22 Apr 15, 2014 12:04 PM Flag

    You've got a full blown market correction that is happening right now, Lower highs and lower lows. You also have Ukraine. All of this will pass and the PPS will again start to head north. I have owned CLWR and SIRI and I know the bashing gets its most fierce before a merger, partnership or strong earnings. If you had to sell along with bigbroker for whatever reason, there is no shame in taking profits. I have several stocks that pay dividends so I don't have to work or worry about anything. I have a set amount of money stashed away for stocks like CLWR, SIRI and ALU. I know how to spot them and I am rarely wrong. Have a great day.......... :)

    Sentiment: Strong Buy

  • toad4you22 toad4you22 Apr 14, 2014 11:53 AM Flag

    Short it at your own peril .....

    Sentiment: Strong Buy

  • toad4you22 toad4you22 Apr 14, 2014 11:09 AM Flag

    People trashing and bad mouthing had better watch out........ :)

    Sentiment: Strong Buy

  • toad4you22 toad4you22 Apr 12, 2014 12:10 PM Flag

    I can almost smell it and feel it in my bones. It could also be a fart from my dog and a cold front coming through

    Sentiment: Strong Buy

  • toad4you22 toad4you22 Apr 12, 2014 12:09 PM Flag

    I agree something will happen before they report earnings.... :)

    Sentiment: Strong Buy

  • Reply to

    Vraiment? French stocks to see 60% rally: Soc Gen

    by low_mac Apr 11, 2014 8:20 AM
    toad4you22 toad4you22 Apr 11, 2014 4:17 PM Flag

    I saw on the Bloomberg headline at the bottom of the screen 2 days ago that the French government is encouraging telecom mergers and consolidation in France. No joke and I have no proof other than reading it..... :)

    Sentiment: Strong Buy

  • toad4you22 toad4you22 Apr 11, 2014 4:05 PM Flag

    The cop

  • Reply to

    I'll be loading up from here on

    by tech_smarty_pants Apr 10, 2014 3:25 PM
    toad4you22 toad4you22 Apr 11, 2014 3:05 PM Flag

    Yes indeed, 4 out of 5 voices in my head says go for it!!!!!!! :)

    Sentiment: Strong Buy

  • toad4you22 by toad4you22 Apr 9, 2014 12:11 PM Flag

    They are talking about NOK/ALU merger on the NOK message boards. Go ahead and hate and give me thumbs down, but they wouldn't be talking about it if they weren't thinking about it. Saying it could happen the end of April.... :)

    Sentiment: Strong Buy

  • toad4you22 toad4you22 Apr 8, 2014 2:18 PM Flag

    And what news do you base this on??? I have seen nothing but good news and new contracts....

    Sentiment: Strong Buy

  • toad4you22 by toad4you22 Apr 4, 2014 3:20 PM Flag

    orders kicking in market wide, not just alu.... :)

    Sentiment: Strong Buy

  • toad4you22 by toad4you22 Apr 4, 2014 12:49 PM Flag

    effort to bring down PPS before deal is announced. I've seen this movie before.... :)

    Sentiment: Strong Buy

  • Reply to

    Russia getting ready to invade Ukraine

    by jacdurkln Apr 2, 2014 2:48 PM
    toad4you22 toad4you22 Apr 2, 2014 3:47 PM Flag

    I believe you are correct about Russia invading the rest of Ukraine because of the Ukrainian Parliament has invited NATO to hold military drills there. I don't however believe the market will crash. It might drop 2-3%, but nothing catastrophic....

    Sentiment: Strong Buy

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