Alcatel-Lucent (ALU +4.7%), down ~40% since February, outperforms with the help of bullish...

|By:, SA News Editor

Alcatel-Lucent (ALU +4.7%), down ~40% since February, outperforms with the help of bullish commentary regarding its 7950 XRS core router line, launched yesterday. Deutsche thinks the products offer "meaningful improvements" over rival offerings, and could take 5%-10% of the U.S. core router market simply by leveraging Alcatel's mobile carrier relationships. Goldman thinks the hardware could cause some headaches for Juniper (JNPR -4.8%). (previous)