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serge9

serge9
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  • How To Assess If Alcatel-Lucent Is A Good Long-Term Investment [View article]
    Has any one heard what John Chamber Cisco CEO Said
    he said we said we will do this and we did it
    and that happens all the time with Cisco management, they say something and they get it done
    Those category of CEOs are Real CEO, qualified CEOs, but Pat Russo, Ben, and the rest of his management team has always disappointed us, they say one thing and they never get to do it, they are either not qualified for the position they held, or liars, or working on a scam do destroy ALu, unfortunately
    the scary thing about Combes, is he needed til mid July before he can speak!!!! about how he deal with alu's financial problems and turn losses into profit!
    i am crossing my fingers till mid July
    May 16 07:48 PM | 1 Like Like |Link to Comment
  • 5 Stocks With Solid EPS Growth Poised To Move Higher [View article]
    that will be excellent news, to have Alu up by 31% in a single day!
    it is a dream that may come true,
    May 10 11:45 AM | Likes Like |Link to Comment
  • Alcatel-Lucent (ALU +8.4%) surges following the conclusion of its shareholder meeting. Shareholders approved all ballot measures, including the appointment of Michel Combes as CEO and the addition of American Express exec Kim Crawford Goodman to the board. A rally in European equities could also be giving ALU a lift. (PR[View news story]
    yes, it has been a disappointing and heart breaking for years and years,
    Mr. combes must clean the house and must act fast
    if he show sign of promptness and sensible decision, we and ALU will be saved
    May 7 02:19 PM | Likes Like |Link to Comment
  • Leveraging a €2B credit facility that came with its January debt refinancing deal, Alcatel-Lucent (ALU -1.5%) has made a tender offer for €750M in debt. Alcatel had €6.7B ($8.8B) in debt at the end of Q1, and a net debt position of €358M. Separately, a consortium of Asian carriers has enlisted Alcatel to provide submarine 100G optical transmission systems for a network connecting India, Southeast Asia, and the Middle East. [View news story]
    one wonder how a company like Alu with all the technology and.. and and all the contracts coming from every where be in such financial problems, Management?
    is there is a way out of this mess?
    May 1 09:17 PM | Likes Like |Link to Comment
  • Alcatel-Lucent: Challenges And Solutions [View article]
    Nokia Cut was seriouse in addressing the problem, they cut 17,000 jobs
    ALU is not seriouse in addressing the problem, they want to drain ALU;s resources, this why the cut only 5,400 jobs, = keep it bleeding, just to show that they are doing something
    Paul Tuffano has been saying, next quarter will be better, next year will be better, we mis our 2011 return to profitability Goal, but we have a plane, 2012 will be better, comes 2012, again he says, 2013 will be better, since 2008 those are false promises and lies, while having fancy lunchs, parties, traviling first class and bounces, , and there is no one to question the intigrity and the qualification of ALU's managment
    Apr 30 12:59 PM | Likes Like |Link to Comment
  • Alcatel-Lucent: A Volatile Stock Requiring Lots Of Patience [View article]
    nortel CEO mike zafirovski said the same, we will do this and this
    ALU's X Ceo Ben V. and Cfo Paul Tufano has been saying the same for years, next year will be better, always the same story, the same promises and the same excuses
    now Michel Combes need 3 months to establish a strategy
    what will he say?, he will say, we will reduce cost, we will improve the margin, we will return to profitability, the question is will he do it? or is it all Lies and false promises as the lies of X nortel CEO mike zafirovski and X ALU' CEO Ben?
    Mike waisted time and broke nortel into parts and destroied Nortel
    Can Michel clean ALU? can he really do it?
    Apr 28 12:01 PM | Likes Like |Link to Comment
  • Alcatel-Lucent (ALU +3.8%) has sold its ProgrammableWeb unit, originally acquired in 2010, to startup MuleSoft for an undisclosed sum. Alcatel bought ProgrammableWeb, owner of a giant repository of Web software/service APIs and a related community, with the goal of forming stronger ties with Web developers, and thereby creating a bigger ecosystem for its enterprise hardware/software. But the business largely proved a sideshow for the company, which has been hungry to cut costs. Alcatel's Q1 report is due Friday morning. [View news story]
    ALu must get rid of any unite that is losing Money and non core business (big or small)
    yes a good step and we hope will continue at a fast Pace
    Apr 24 05:12 PM | Likes Like |Link to Comment
  • Deterioration In Europe Could Cost Alcatel-Lucent In Q1 [View article]
    searching on the internet, i came across the following and thought it might be usefull for all of us (bulls and bears) to know
    ALU's 2013 Contracts:

    1. 1-16-2013----India----... 5-8 year servicing contract

    2. 1-18-2013---Germany---... for 13,000 customers

    3. 1-21-2013--US/Japan--5 Telcos -Multi-terabit trans-acific sub cable

    4. 1-22-2013--UAE---Du--D... install & manage IP/MPLS network

    5. 1-29-2013--Luxembourg-... 7705 router, smart grid

    6. 1-30-2013--Mexico---Am... Movil-17,500km sub cable US to Mexico/Brazil

    7. 1-30-2013---US--GS/CS-... Euro ($2.7B US) patent backed loan

    8. 1-31-2013-Italy--Sighi... Rail--40Mo $500M signal &communication system

    9. 2-04-2013--Norway--Sta... Communication system for offshore facilities

    10.2-05-2013-New Zealand--Telecom NZ--100Gbs Optical Transport Network

    11.2-05-2013--Korea--SK Broadband--National high bandwidth packet transport network

    12.2-13-2013--Poland--... Broadband network, $350Million PLN ($110M US)

    13.2-13-2013--New Zealand---Chorus---Net... fiber fulfillment solution/1yr contract

    14.2-18-2013--Belgium—... core router network expansion

    15.2-18-2013--France--... Small cell software for residential broadband

    16.2-20-2013--US---US Army---$49M upgrade main communication center in SEA

    17.2-22-2013---Africa-... Africa—WiFi Network in 17 countries ALU and Ruckus

    18.2-26-2013-----US--US Army--GS (ALU subsidiary) $14.1M VoIP data system

    19.2-26-2013--Sri Lanka—Etisalat-----Lig... for 4G/LTE-FDD

    20.2-26-2013--Luxembou... Luxembourg—VDSL2 Zero-Touch vectoring trial

    21.2-26-2013-----Iraq-... Telecom-----National 4G LTE network

    22.2-27-2013-----Nethe... network, 5 year managed servicing

    23. 2-28-2013--India--Telenor ASA----Network transformation & managed services Less
    Apr 24 02:29 AM | Likes Like |Link to Comment
  • Deterioration In Europe Could Cost Alcatel-Lucent In Q1 [View article]
    wall street Greek does not give up on trying to destroy Alu and bring it down with his pen, the power of influncing people with words
    any one with Brain, should know that the 1st Q will not be that great, since there are restructuring going on and ALU must pay severence package for exectives and employees that lost their jobs
    if ALU intended to cut costs by 750 million$ this year, so, they will spend about the same amount or a bit more up to 1 billion $ to reach this saving
    so, the 1st Q results may not be that good in that sense, but the saving will show on Q2, Q3, Q4
    along with revenu from Routers and IP, Light radio, patent and other new prouduct and software like SDN
    so, Mr. wall street Greek spar us your negativness
    ALU may recover if they clean thier houe, get red of parasites and insiders and reporters who are working to destroy ALu
    Apr 23 01:12 PM | 4 Likes Like |Link to Comment
  • Should Shareholders Give Alcatel-Lucent A Second Chance? [View article]
    Good article George, and yes the management must act Fast
    when Alu announced that Michel Combes was selected as a new CEO to be appointed on april 1st, it was mentioned that he is not wasting no time and working with executives and partners to form his strategy and he commented that the situation is urgent and ALU must act fast, all of a sudden after April 1st, michel Combes announced that he will need time (till end of June 2013) to come up with a plan
    on one side he said, it is urgent we must act fast, on the other side he started wasting time and hiding, that does not sound good to me

    michel combes must clean the house, it is very clear that ALU's management is corrupted or incompetent, sucking the company resources and destroying ALU (knowingly),
    Michel Combes has 2 options
    1- to get ride of the same people who hired him
    or
    2- to join them and work a plan that looks good but not good enough to produce good results (= help to kill ALU and walk away with big bonus as Mike Zafirovski did with Nortel)
    i hope i am wrong
    but
    most likly he is already infected (working to please the board = distroy ALU)
    George, what you said is absolutely True
    ALU announced many (as they call it disruptive) products, non of them has brought considerable cash.whom to blam?

    the problem with ALU is INSIDE ALU not the market condition, not the economy, not the French Gov., all Telecoms companies like Cisco Ericson, Nokia, the Chinese are facing the same market conditions, and they still make a profit
    some people within ALU are sucking ALU's resources, those are people who has high pay, and expenses account, they get bonus for performing poorly
    Apr 23 10:52 AM | Likes Like |Link to Comment
  • Where Does Alcatel-Lucent Stand In The Networking Industry? [View article]
    the problem is with ALu's management, they pretend that they are working towards a solution, but in reality it is not true, the fact that they did not did not start to cut jobs when they had the cash to do it, they did not start the job cut when NSN announced 17,000 job cut, they waited one whole year to drain the max cash possible and put ALu down as deep in the whole as much as possible
    then they announced a job Cut, how many? 5,500 this is not a serious cost cutting, it is roughly only 7% of the work force
    5,500 compared to NSN 17,000 job cut, it is about 30%, it is not serious and again, it is just to show that they are trying hard, you bet trying hard to kill ALU
    Talking about difficult condition in Europe, how come NSN did not have problem to Cut jobs, How come Ericson did not have problems to cut jobs, ALU management are either incompetent or working purposely against ALU and in both cases, results are the same
    Talking about difficult market condition in Europe, it is the same market condition for all the telecoms companies, Ericson, NSN, Chinese companies and ALU
    we had enough of excuses and false promises,
    this is the same story as Nortel story
    they wanted to kill nortel for the benefit of Ciena, Cisco, Avaia and others, and they succeeded
    they are doing the same to ALU
    they do it not as a fare competition in the market, but form the inside, getting Corrupted top Management to do the job for them, to purposly make the wrong decsions and drain the company resourses, ask mike Z. x Nortel CEO
    Now, if Michel Combes is a true leader with integrity, ALU will survive, if he is corrupted as the Board who hired him, then it is very clear that ALU will follow Nortel
    i am still Long ALU
    Apr 19 12:47 AM | 1 Like Like |Link to Comment
  • 5 Stocks Well Positioned To Rally As The Year Unfolds [View article]
    yes, brucelee1984, Tuffano has been CFO of ALU for so many years, Tuffano has done absolutely nothing to address Alu's financial problems and shows no Care or professionalism when addressed by reporters or share holder, he is not qualified as CFO and should be let go (with no compensations) for failing to fulfill his tasks
    those guys are sucking ALU resources and driving Alu down
    i Hope Combes will clean the house and get rid of all corrupted individuals
    Apr 17 03:36 PM | 1 Like Like |Link to Comment
  • 5 Stocks Well Positioned To Rally As The Year Unfolds [View article]
    the problem with Alu has been the management, they drag on and on for many years draining the company from its cash, if they were share holders or owners of alcatel, they would have act fast to fix the financial problems, but they get paid it does not matter what, the pay keeps on coming along with bounces and free launches, business class travel, Gulf and parties, so, they really do not care.
    if they new CEO is honest and act with integrity, Alu will come back, if he join the corrupted old management (= get manipulated by old management like tuffano, camus and others, which is more likly to happen) alu will have a hard time
    it is a sad story
    Apr 17 10:32 AM | Likes Like |Link to Comment
  • 5 Stocks Well Positioned To Rally As The Year Unfolds [View article]
    i hope you are right about Alu,
    Apr 17 09:57 AM | Likes Like |Link to Comment
  • Why Did Alcatel-Lucent Rise 4.2% Wednesday? [View article]
    yes, all the good news from Germany and Europe are not good at all for the author, it is very clear that he is working on creating fear and doubt,
    the power of influencing people by a few words, the mighty pen!
    a few days ago,this same author wrote a negative article on alcatel, expecting or hoping to scar investors away, hoping to bring the ALU Share price down, instead, the share went up
    i believe he lost some sleep and may be has received a few calls from funds managers that are short on ALU asking him for another negative one, after all authors get paid for what they write false or true, it get published and sent to thousands of investors
    wait and see
    i am long alu
    Apr 11 12:43 PM | 1 Like Like |Link to Comment
COMMENTS STATS
219 Comments
63 Likes