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serge9

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  • Why Alcatel-Lucent's Pullback Is A Buying Opportunity [View article]
    Mr. Renu Singh,
    Thank you for the article,
    would you please explain
    1-why Alcatel has to sell a part of its submarine-cables unit in an initial public offering to be able to venture outside the telecommunication space into industries such as oil and gas.??
    Why it can not do it now???????

    2- You said "Alcatel's core networking segment is gaining strength with new contract wins and the company is now looking to diversify into more segments.

    can you please give detail about those contracts VALUE AND WHERE AND WHEN it was announces?

    3- In the cloud and virtualization space. please give details of new contracts wins and the three more commercial wins recently

    Thanks
    Sep 15 06:01 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent: It's Just A Question Of Quarters Before Cash Flow Improves [View article]

    http://bit.ly/YM7mLv

    it looks promising, and i hope it is
    Sep 15 02:09 PM | Likes Like |Link to Comment
  • Why Alcatel Lucent's Slowdown Is Temporary [View article]
    Enersaver, i hope you are right about a pop in the near future,
    i truly hope so,
    the question is, where it is going to come from?

    1- Combes said that next Quarter (Q3) will be flat, and we know that the enterprise division sale is supposed to be finalized within Q3, so, in reality Q3 is going to negative if we do not include the money from enterprise sale!

    2- the newly announced chip is going to be available at the beginning of 2015!
    so, if it will bring any fruits, it will nit be before Q2, Q3 or may be Q4 2015

    3- we have not hear about any LTE huge contracts, or any huge contracts for any of ALU's divisions = mind boggling story, and that is not helping the stock price

    i think and hope that Combes will Succeed, and the turn around (the shift plan) will be successful. ..... by the end of 2015
    Sep 12 10:37 PM | Likes Like |Link to Comment
  • Why Alcatel Lucent's Slowdown Is Temporary [View article]
    RussetB, thanks for the link
    Sep 1 05:24 AM | Likes Like |Link to Comment
  • Drop In Alcatel-Lucent Spells Opportunity [View article]
    May be yes, may be no, no one can tell for sure, but the idea of consolidation is there and clear, and if we go back to Ben V. The X CEO, i remember him talking about consolidation in Europe a few times
    Aug 28 07:51 PM | 1 Like Like |Link to Comment
  • Why Alcatel Lucent's Slowdown Is Temporary [View article]
    well, if Nokia is interested in Alu's wireless (which make sense, so nokia can have a bigger portion of US market) then Nokia have two Options
    1- to wait till ALU goes bankrupt as you suggested
    2- to wait till ALU cleans up the mess, reduce head count and finish with restructure

    regarding Option 1, ALU does not look like it is going bankrupt any time soon, they did refinance the debts, cut expenses and fixed costs in general they seem in better position today than a year or two ago
    so option one is out of question.
    regarding option 2, makes a lot of sense, and since some clean up has been done, Nokia or others can make the Move any time, no one know
    but Bankrupt is not a possibility right now, ALU is secured till 2019, 2020
    and who knows may be by then ALU will be where NOKIA is today and ALU will be trading at 8 $++ level
    which is more likely to happen, always remember that The X CFO Paul Tuffano is not there any more, Tuffano was not qualified as CFO and was no good dor Alu, Today management, CEO, CFO and others are more credible
    and time will tell, but for now, things are working out
    Aug 28 12:44 PM | Likes Like |Link to Comment
  • Drop In Alcatel-Lucent Spells Opportunity [View article]
    Yesterday, Combes talked about the need for consolidation in Europe
    Today, Bernstein Ups to Buy; Option Value in Possible Merger with Nokia or Wireless Divestiture

    who knows, may be something is cooking behind the seen
    there is no smoke without fire

    may be Nokia, may be others, who know?, but it make sense
    long Alu
    Aug 28 11:13 AM | 2 Likes Like |Link to Comment
  • Drop In Alcatel-Lucent Spells Opportunity [View article]
    yes, rumours, analystes etc, but now it is going around again,
    Barron's Tech trader Daily repeated what Bernstein said
    which may have good effect on Alu's share price

    Alcatel: Bernstein Ups to Buy; Option Value in Possible Merger with Nokia or Wireless Divestiture
    http://bit.ly/1plPuSD

    i am long Alu
    Aug 28 11:02 AM | 1 Like Like |Link to Comment
  • Drop In Alcatel-Lucent Spells Opportunity [View article]
    Thursday, Aug 28, 2014

    Talks about possible deal with nokia within the next 2 years surface again

    ALCATEL-LUCENT: BERNSTEIN PASSE À 'SURPERFORMANCE'.

    http://bit.ly/1pl59BB;localcode=

    Bernstein noted Thursday his opinion on Alcatel-Lucent's "online performance" to "outperformance", with an aim of course increased from three to 3.5 Euros. The analyst said continue to display "structural" concerns about the growth of the activity of the telecoms equipment manufacturer, but considers them well integrated in the current in the light of the fall of 24% of the shares since the beginning of the year. According to the intermediary, the assets of the group could mount to four Euros per title if they were to be placed in good hands. Accordingly, Bernstein finds "higher" the likelihood of reconciliation with Nokia over next two years. This scenario could take the form either of an assignment of branch 'wireless' (mobile telephony) to the Finnish group (which would be a bullish potential of 1.5 euro per title according to him) or a merger outright, which would generate between one and 2.4 Euros per share according to the analyst.
    Aug 28 07:41 AM | 2 Likes Like |Link to Comment
  • Why Alcatel Lucent's Slowdown Is Temporary [View article]
    Thursday, Aug 28, 2014

    Talks about possible deal with nokia within the next 2 years surface again

    ALCATEL-LUCENT: BERNSTEIN PASSE À 'SURPERFORMANCE'.
    http://bit.ly/1pl59BB;localcode=

    Bernstein noted Thursday his opinion on Alcatel-Lucent's "online performance" to "outperformance", with an aim of course increased from three to 3.5 Euros. The analyst said continue to display "structural" concerns about the growth of the activity of the telecoms equipment manufacturer, but considers them well integrated in the current in the light of the fall of 24% of the shares since the beginning of the year. According to the intermediary, the assets of the group could mount to four Euros per title if they were to be placed in good hands. Accordingly, Bernstein finds "higher" the likelihood of reconciliation with Nokia over next two years. This scenario could take the form either of an assignment of branch 'wireless' (mobile telephony) to the Finnish group (which would be a bullish potential of 1.5 euro per title according to him) or a merger outright, which would generate between one and 2.4 Euros per share according to the analyst.

    Bernstein a relevé jeudi son opinion sur Alcatel-Lucent de "performance en ligne" à "surperformance", avec un objectif de cours porté de trois à 3,5 euros.

    L'analyste dit continuer à afficher des inquiétudes "structurelles" sur la croissance de l'activité de l'équipementier télécoms, mais les juge bien intégrées dans les cours actuels au vu de la chute de 24% des titres depuis le début de l'année.

    D'après l'intermédiaire, les actifs du groupe pourraient se monter à quatre euros par titre s'ils devaient être placés dans de bonnes mains.

    A ce titre, Bernstein juge "élevée" la probabilité d'un rapprochement avec Nokia au cours de deux prochaines années.

    Ce scénario pourrait prendre la forme soit d'une cession de la branche "wireless" (téléphonie mobile) au groupe finlandais (ce qui représenterait un potentiel haussier de 1,5 euro par titre selon lui) soit d'une fusion pure et simple, ce qui générerait entre un et 2,4 euros supplémentaires par action selon l'analyste.
    Aug 28 07:38 AM | Likes Like |Link to Comment
  • Why Alcatel Lucent's Slowdown Is Temporary [View article]
    yes, for some unknown reasons Alu's positive news are not published promptly, even on Alu's web site i did not see any thing about this contract with Zain
    on the other hand 1.2 billions investment shared by 5 suppliers! = a few hundred millions $ per supplier.
    Aug 27 10:37 PM | 1 Like Like |Link to Comment
  • Why Alcatel Lucent's Slowdown Is Temporary [View article]
    as i mentioned in previous reply, it looks like there is a bit of light at the end of the tunnel for ALU, it looks like the drop of share price was exaggerated and orchestrated by short seller, who seem to be covering their short and buying Alu in a well and controlled manner(very slowly)

    Today's video on Bloomberg "Alcatel's Combes on Growth Strategy, Restructure"
    http://bloom.bg/1tDYrac

    Michel Combes seems confident, and he mentioned the need for Consolidation among Telco service providers in Europe,
    this is not the first time we hear about the need for consolidation in Europe
    it has been going around since Ben V X Alu's CEO time.
    Consolidation will happen, How, when, by who, and who will benefit, no one knows yet, but if the word keep going around like that, chances are, it will happen,
    Aug 27 04:50 PM | Likes Like |Link to Comment
  • Alcatel-Lucent Is Making The Right Moves [View article]
    Combes Talked about Consolidation in Europe (service providers)!!!!
    may be it is a hint!!!!!
    wait and see as usual
    Aug 27 11:52 AM | Likes Like |Link to Comment
  • Drop In Alcatel-Lucent Spells Opportunity [View article]
    combes spoke about favoring consolidation in service provider!!!,
    something may be cooking!!!
    Aug 27 11:01 AM | 1 Like Like |Link to Comment
  • Drop In Alcatel-Lucent Spells Opportunity [View article]

    in the following video, combes sounds confident, which is good sign, I HOPE
    Alcatel's Combes on Growth Strategy, Restructure
    http://bloom.bg/1p8qsAr
    Aug 27 10:58 AM | 2 Likes Like |Link to Comment
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