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  • Alcatel-Lucent jumps on new Nokia merger report [View news story]
    aLU'S small cell, LTE and NFV/SDN has a good future and i hope Alu will not sell it, i am long Alu
    Dec 25, 2014. 09:26 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent And Nokia Merger Would Be Good For Both Companies [View article]
    in my openin, merger between Nokia and Alu will be more beneficial to nokia share holders than to Alu's share holders, i mean both will benefit, but nokia gain will be much more than Alu's Gain
    on the other hand, if nokia bought a division from Alu,and Alu kept IP division, (Xrs, .. ) nuage, Alu will double in Value by end of 2015
    it is to nokia's interest to try to complete a deal now, before Alu's Q4 and year 2014 results, as it is expected to be positive and will drive Alu's value up and nokia will have to pay more thena few month ago, and a year ago, we heard rumors about nokia and Alu, nokia did not conclude a deal, the situation was differentAlu was in much weaker position, with high fixed cost, too many issues and lots of needed costly restructure, now the situation is different, Alu has recuperated their patents, refinanced their debt, layed off thousands of employees, got out of some money loosing service contracts, and contracts for Xrs routers are increasing, nuage has a promising future, in short, Alu is much leaner with clearer vision of it identityi am long Alu, and i hope no merger will ocure, looking forward double or more by 2015 end and who knows may be before july 2015
    Dec 21, 2014. 01:07 PM | 2 Likes Like |Link to Comment
  • Small Cells And SDN Should Help Alcatel-Lucent Sustain Its Momentum [View article]
    ALU hemorrhaging has almost stopped, been decreasing
    if cost reduction, improved margins continue, (which i believe it will)
    Alu's will regain (by feb 2015) all of what it lost in 2014 and may be a bit more
    so it may reach 4.68 - 5.25$
    Dec 21, 2014. 12:42 AM | Likes Like |Link to Comment
  • Why Investors Should Be Buying Alcatel-Lucent, Not Cisco [View article]
    Hello RussetB, i think this time (which is the third time we hear Rumors about Nokia and ALU)
    i think this time will amount to something concrete, this time some news will confirm the that the rumor was right,
    it might be collaboration between Nokia and Alu
    it night be that Nokia will buy a division from Alu
    it might be a merger between Nokia and Alu
    in any case, it will be good news for Alu and up to 30% up for Alu, so it may reach 2014 High of 4.68

    on the other hand, if the news are delayed (which i dought it, since, if nokia want to make a deal, it is to nokia advantage to make it now before Q4 and 2014 results, as Q4 and 2014 results will be good as MC has repeated in a few occasions and Alu's value will much higher than it is today)

    so, if the news are delayed, still it is a good news
    up after Q4 and 2014 results
    and Up again when the rumors and news from nokia talks will be confirmed

    so, the future is much brighter, it might not be a straight line up, but Alu's future is much brighter now, and will brighten more quarter after quarter (as long as there is no major market disaster)
    Dec 21, 2014. 12:31 AM | 1 Like Like |Link to Comment
  • Alcatel-Lucent jumps on new Nokia merger report [View news story]
    ALU is not dead and is not Dying any more,
    ALU is much leaner and cleaner today than it was a year or 2 ago
    ALU is managed (now) by qualified professionals
    ALU's Products and services (XRS 7950, etc) are gaining market share
    i would prefer that Alu sell a division and keep nuage and IP, where we going to get a good return on investment
    Dec 18, 2014. 12:57 PM | 2 Likes Like |Link to Comment
  • Alcatel-Lucent jumps on new Nokia merger report [View news story]
    as i mentioned few months ago, NOkia or..or are not interested in Buying Alu while it is bleeding and over staffed
    now that Alu is much cleaner and leaner and under valued is a good time for Nokia or or to grab it or part of it for cheap,
    any one with little brain knows that positive results, Free cash flow will increase Alu's Value and its share price will continue to rise
    so making a deal while it is in the 3-4$ rang is the time to Grab it
    waiting till alu is cash flow positive and grabbing it at 6-8 is much more expensive
    Dec 18, 2014. 12:26 PM | Likes Like |Link to Comment
  • Small Cells And SDN Should Help Alcatel-Lucent Sustain Its Momentum [View article]
    Alu Shares Jump to 3.52 in US Pre open, who knows, may gain 10 - 15 % today and reach 3.90 to 4.00$

    Alcatel-Lucent Shares Jump on Report of Merger Talks With Nokia
    By Marie Mawad and Cornelius Rahn Dec 18, 2014 6:51 AM ET

    Alcatel-Lucent SA (ALU) shares jumped as much as 6.4 percent after a German magazine reported that the French network-equipment vendor is in merger discussions with Finnish competitor Nokia Oyj. (NOK1V)

    The companies restarted discussions this fall, Manager Magazin reported, citing unidentified people. The companies are also considering cooperation, the magazine said. An Alcatel-Lucent representative declined to comment. A Nokia representative didn’t immediately return a call seeking comment.

    In 2013, Nokia had evaluated options including a combination with Alcatel-Lucent’s wireless-networks business, a person with knowledge of the matter said at the time. A takeover would help Nokia add business in the U.S., helping the Finnish company shrink the gap with market leader Ericsson AB.

    Alcatel-Lucent added 5.5 percent to 2.81 euros at 12:48 p.m. in Paris after rising as high as 2.83 euros. Nokia rose 2.1 percent to 6.46 euros in Helsinki.

    Nokia, based in Espoo, Finland, sold its money-losing mobile-phone unit to Microsoft Corp. for about $7.5 billion this year.

    To contact the reporters on this story: Marie Mawad in Paris at mmawad1@bloomberg.net; Cornelius Rahn in Berlin at crahn2@bloomberg.net
    Dec 18, 2014. 08:09 AM | Likes Like |Link to Comment
  • Why Investors Should Be Buying Alcatel-Lucent, Not Cisco [View article]
    Alcatel-Lucent Shares Jump on Report of Merger Talks With Nokia
    By Marie Mawad and Cornelius Rahn Dec 18, 2014 6:51 AM ET

    Alu Shares Jump to 3.52 in US Pre open, who knows, may gain 10 - 15 % today and reach 3.90 to 4.00$

    Alcatel-Lucent SA (ALU) shares jumped as much as 6.4 percent after a German magazine reported that the French network-equipment vendor is in merger discussions with Finnish competitor Nokia Oyj. (NOK1V)

    The companies restarted discussions this fall, Manager Magazin reported, citing unidentified people. The companies are also considering cooperation, the magazine said. An Alcatel-Lucent representative declined to comment. A Nokia representative didn’t immediately return a call seeking comment.

    In 2013, Nokia had evaluated options including a combination with Alcatel-Lucent’s wireless-networks business, a person with knowledge of the matter said at the time. A takeover would help Nokia add business in the U.S., helping the Finnish company shrink the gap with market leader Ericsson AB.

    Alcatel-Lucent added 5.5 percent to 2.81 euros at 12:48 p.m. in Paris after rising as high as 2.83 euros. Nokia rose 2.1 percent to 6.46 euros in Helsinki.

    Nokia, based in Espoo, Finland, sold its money-losing mobile-phone unit to Microsoft Corp. for about $7.5 billion this year.

    To contact the reporters on this story: Marie Mawad in Paris at mmawad1@bloomberg.net; Cornelius Rahn in Berlin at crahn2@bloomberg.net
    Dec 18, 2014. 08:07 AM | 1 Like Like |Link to Comment
  • Why Investors Should Be Buying Alcatel-Lucent, Not Cisco [View article]
    Well, if the market condition (in general) stayed in a normal rang, and if 2014 results = positive as Michel Combes repeated in many occasions, then Alu stock price is going up + up
    there could be a big gain in Alu's share price, the big fish would not want to miss that, so they control the market price with the help of all what is available for them, so they can buy slowly at a low price
    the big fish knows that, presently they are scaring small fish like us, to get our shares for cheap, and collecting all the stops,
    any way, at the present market conditions and given all the good news, positive results, etc, Alu's share price should be over 4.00$
    Dec 12, 2014. 10:57 AM | Likes Like |Link to Comment
  • Why Investors Should Be Buying Alcatel-Lucent, Not Cisco [View article]
    i think all angels are well covered by the author Brian, Brucelee1984 and Andrea Hopf
    according to the brod market condition, and if the shift plan continue to bring fruits on time, then Alu's share price should gain

    within the next 3 month, i think Alu share price will add 15% t0 30%, 4.40$

    if the submarine IPO end to be successful and shift plan continue to bring fruits on time = Alu's cash flow = positive by end 2015 or before
    then Alu share price may reach 5.00 or 6.00$
    i am long Alu since 2001 (before they merger)
    and no one should be surprised to see Alu trading at 7.00$ or more in Q2 2016
    that is if Alu continue to be cash flow positive..
    up to now Michel Combes and Jean Raby walked the talk (as Andrea Put it)
    if they continue to do so (i hope they will), then ..+ + Alu will regain all or some of what it lost since 2006
    Dec 11, 2014. 07:12 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why Cisco's Rally Might Come To A Halt [View article]
    Alcatel-lucent will continue to take market shares from Cisco
    they have new ceo, excellent product and technology
    their products are gaining market recognition
    Dec 3, 2014. 11:07 PM | 2 Likes Like |Link to Comment
  • Cisco Earnings Preview: Either Growth Or CEO Change - Something Has To Give [View article]
    time for John Chamber to go, he knows it, and sooner or later he will step down
    Nov 10, 2014. 12:21 PM | 1 Like Like |Link to Comment
  • After My Bad Call, Is Alcatel-Lucent Still Worth Holding? [View article]
    yes, i strongly belive it is worth holding on and i am glad i did not sell when it was sliding down on fear created by analysts
    7950 XRS contracts 3 in china, 1 US, 1 Thailand and big one in Brasil

    Alcatel-Lucent providing next-generation IP transport networks to Thailand’s True Corporation
    http://bit.ly/1s4KJII

    Helping Oi revolutionize its high-capacity streaming network in Brazilhttp://http://bit.ly/1s4KJsq

    XRS = better margin = better future = Good
    Nov 5, 2014. 11:27 AM | 1 Like Like |Link to Comment
  • As Alcatel-Lucent Surprises, Are Shares An Easy Double? [View article]
    with the recent 7950 XRS contracts (3 in china + 1 in US)

    Plus another Big one in Brasil announced this morning
    Helping Oi revolutionize its high-capacity streaming network in Brazil
    http://bit.ly/1s4KJsq

    plus another one announced yesterday in Thailand
    Alcatel-Lucent providing next-generation IP transport networks to Thailand’s True Corporation
    http://bit.ly/1s4KJII

    it may be very well an easy double from its 2.55 low
    Nov 5, 2014. 11:15 AM | Likes Like |Link to Comment
  • As Alcatel-Lucent Surprises, Are Shares An Easy Double? [View article]
    with the recent 7950 XRS contracts (3 in china + 1 in US)

    Plus another Big one in Brasil announced this morning
    Helping Oi revolutionize its high-capacity streaming network in Brazil
    http://bit.ly/1s4KJsq

    plus another one announced 9n nov 3rd in Thailand
    Alcatel-Lucent providing next-generation IP transport networks to Thailand’s True Corporation
    http://bit.ly/1s4KJII

    it may be very well an easy double from its $2.45 low
    Nov 5, 2014. 11:06 AM | 1 Like Like |Link to Comment
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