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serge9

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  • Bank Of America Forgot One Thing With Its Downgrade Of Alcatel-Lucent [View article]
    Enersaver, i agree with you,
    after the quarterly report, the good news comes along with upgrade to pump the price up and lure new buyers so they can sell the stock with a premium,
    before the results, comes the downgrades and bad news to scare the casual investors so they can buy back the stock with a discount to sell it back with a premium
    Jan 21, 2015. 11:07 AM | 2 Likes Like |Link to Comment
  • Bank Of America Forgot One Thing With Its Downgrade Of Alcatel-Lucent [View article]
    let us not forget that it is all about money, like any field, where there is money to be made, there is the good, the bad and the ugly, not all analysts are clean, the media is very powerful, has strong effect, they make money buy publishing their opinion, to what benefit, to produce which effect, when to publish it, some analysts are accomplice, they work for the benefits of bigger guys who can trade millions of shares a day, and a few cents fluctuation in stock price, or a few % up or down, and they pocket huge amount of dollars daily!!!!
    let us not forget that
    for big guys, big traders, all it take is to sell 1 share at a discount, and they bring the whole price down,
    they see call options, put options, margin calls, stop loss, short positions and long ones, they use computer that use very advanced software to take all the above in account and to the trades for them,
    the analysts who down grade today, may upgrade in a few weeks after reaping what they intended and play a different game on the up sidei am long Alu, and believe that Alu is on the right track, for the first time in the past 10-15 years, Alu has qualified management, presently, those analysts knows that 2014 T4 will be good and that 2014 will be good, so they down grade to Allow big guys to cancel all call options, buy at a discount to sell back after feb 6 with big gain, it is all about money, analysts too wants big bucks, may be some they get paid big bucks to publish certain upgrade or downgrade to help the big guys execute their plans and win their game
    Jan 14, 2015. 02:25 PM | 4 Likes Like |Link to Comment
  • Credit Suisse upgrades Alcatel, expects strong cash flow growth [View news story]
    Alu's 2014 Q4 and the whole 2014 are expected to Be Positive = +15 -20%
    if Rumors about Nokia buys ALu's wireless (1 -1.4 Billion $) = + 20-25 %
    if the submarine IPo goes as planned by mid 2015 = + 10-15%
    if the general market condition stays in present rang (+ or -)
    then Alu should be worth 5.00 - 5.77$ (i.e + 67% from today Price of 3.44)
    If by end of 2015 ALu is cash free positive as expected
    then only GOD knows how high it will fly as 2016 is expected to be the big UP
    i am long ALU
    so, a 7.41€ (= 8.65$ based on current exchange rate) can be acheived within the next 18-24 months) if all goes well
    Jan 8, 2015. 04:51 PM | Likes Like |Link to Comment
  • Why Cisco May Miss The Boat On SDN [View article]
    soon (in a few weeks after Q4 2014 results which will be good) Alu will start to regain the lost territory
    with real qualified (for the first time) CEO and CFO, ALU is progressing and taking market shares, within 2015, ALU is expected to be cash flow positive and 2016 is even more promising, so it is expected that ALU will gain 20% short term and 50 to 75% long term
    Jan 8, 2015. 12:11 PM | Likes Like |Link to Comment
  • Why Cisco May Miss The Boat On SDN [View article]
    Alu began working on SDN some times ago and had it tested with major carriers, Nuage got a few SDN contracts already and looking forward to be a major player in SDN and NFV
    Jan 7, 2015. 08:36 PM | Likes Like |Link to Comment
  • Alcatel-Lucent: 3 Things That Matter Most In 2015 [View article]
    AlcaLu Ups Its Cable Game

    Vik Saxema, CTO for Cable & Media at Alcatel-Lucent, talks about the vendor's developments for the cable operator market, including virtual CPE

    http://ubm.io/1rYNrWW- /v/d-id/712774?
    Jan 5, 2015. 04:52 PM | 2 Likes Like |Link to Comment
  • Alcatel-Lucent: 3 Things That Matter Most In 2015 [View article]
    Andreas, Michel Combes and Jean Raby has walked their talk as some mentioned, Michel Combes repeated in a few comments that 2014 results will be Good (what does he mean by positive or good, in my opinion = a good surprise), i base my hope on Michel achievements and comments
    Jan 4, 2015. 11:55 AM | Likes Like |Link to Comment
  • Alcatel-Lucent: 3 Things That Matter Most In 2015 [View article]
    Andreas, Thank you for your input, my hope is based on facts,
    (correct me if needed)
    ALu is in a better position today than when it was trading at 4.50$-4.65$ a year ago,
    although Alu is in a better position, ((recuperated Patents, improved margins, refinanced debts, etc.))
    . it is trading between 3.50 - 3.65 (approx. -28%)
    while broader markets (Nasdaq, S&P 500, Dow) gained between 10 to 13% during the same time period!!!!!!!
    all of the above = ALU is under Valued and kept in that low rang SO the BIG institution can Buy Slowly at a discount,
    Once they accumulate X millions of shares, ALU's share price should reach 2013 Highs, no news are needed, with good news, it should surpass 4.65$
    Jan 4, 2015. 10:41 AM | Likes Like |Link to Comment
  • Alcatel-Lucent: 3 Things That Matter Most In 2015 [View article]
    Jlexus, if All, If All goes well, = Shift plan is completed as it is intended to do, Margins are up, free cash flow is achieved and sustained, broader market does not suffer from a major correction, ALU may surprise a lot of the pessimists (I hope!!)
    Jan 3, 2015. 05:56 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent: 3 Things That Matter Most In 2015 [View article]
    RussetB, yes i agree with you, but i bought lucent in 2001 at 26.00+, and continued to buy on the way down, went through the reverse split 7 for one, bought at 16.75. all the way down to 1.33, but the big chunks were in the early 2000s that is why my average is very high
    beside loosing a big bucks with nortel scandal, i lost my job in 2010 when the company (MDS) was sold and the buyer decided to to close Montreal location, then shortly after i got very sick and has no income and all my money is ALU, so to average down is not an option
    Best of luck to you in 2015 to all
    Dec 31, 2014. 04:15 PM | Likes Like |Link to Comment
  • Alcatel-Lucent: 3 Things That Matter Most In 2015 [View article]
    laurent1962, yes i agree with you, but i bought lucent in 2001 at 26.00+, and continued to buy on the way down, went through the reverse split 7 for one, bought at 16.75. all the way down to 1.33, but the big chunks were in the early 2000s that is why my average is very high
    Dec 31, 2014. 04:08 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent: 3 Things That Matter Most In 2015 [View article]
    iF , if, if
    1- if Alu got the FCF during or by the end of 2015
    2- if the submarine IPO went as they hope and on time before end of Q2
    3- if margins continue to improve
    4- if Alu completed the cost cutting (of 1 billion Euro, announced as a integral part of the shift plan) on time (before end of 2015)
    5- if general market condition stayed staple
    6- if Alu router continue to grow, nuage continue to book new clients, SDN and NFV

    then Alu should be trading at about 6-7$
    if FCF is sustained for few quarters, then by q3 2016 alu should be trading between 7.75- 9.00 may be more
    i am long Alu and waiting for my break even = 11.75
    Dec 29, 2014. 09:32 PM | 2 Likes Like |Link to Comment
  • 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
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