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tsb10530

tsb10530
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  • More Reasons To Be Bullish On Horizon Pharma [View article]
    Look at the corporate profile...such high volatility and negative margins is not a forecast for continued growth and health !
    Jun 9, 2015. 11:59 AM | Likes Like |Link to Comment
  • Nokia/Alcatel follow markets higher; Nokia buys network software firm [View news story]
    That's right, Rome took centuries to build...and based on their longer term performance (down 35% over the past 5 years) so will ALU and NOK!
    May 29, 2015. 10:16 AM | Likes Like |Link to Comment
  • Alcatel-Lucent Very Quietly Had A Breakthrough Week [View article]
    ALU's been a "penny stock" hovering under $4.00 for the past 4 years! No way is ALU "investment worthy"...but more like small change in either direction! ALU's poor management over the past 12 years has doomed it...20eagle16 and Michael-Thomas are right...look at the chart!
    May 26, 2015. 02:41 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent Very Quietly Had A Breakthrough Week [View article]
    Oh...you mean the Titanic !!!
    May 25, 2015. 01:20 PM | 1 Like Like |Link to Comment
  • Alcatel-Lucent Very Quietly Had A Breakthrough Week [View article]
    Sorry Brian, don't buy your nonsense spin! If ALU had so much promise in their pipeline and such high prospects, why even bother to "merge" with NOK in the first place? This entire thing makes no sense at all so I'm inclined to think something is still very wrong! MM was right...already more than enough time, money (and print) have been wasted on them!
    May 25, 2015. 10:40 AM | 4 Likes Like |Link to Comment
  • Alcatel-Lucent Investors Should Embrace The Nokia Merger [View article]
    Forget about it Brian...there's too much that needs to happen over the longer term (2016 and beyond) before these 2 drunks are able to stand up and walk a straight line. ALU is history and it is demeaning to continue pandering for this phony company. no one is interested! Investors best move now is to dump it...Combes did !
    Apr 20, 2015. 10:25 AM | 2 Likes Like |Link to Comment
  • Nokia And Alcatel-Lucent: What Will The Future Hold? [View article]
    With the ALU/NOK merger there's much that needs to happen over the longer term (2016 and beyond) before these 2 drunks are able to stand up and walk a straight line. That assumes markets are able to remain reasonably healthy to accommodate their drying-out period…not to mention being able to trust them again nor does it take into account the likely pitfalls encountered when drunks get hold of more money !
    Apr 17, 2015. 12:28 PM | 4 Likes Like |Link to Comment
  • Bell Labs Throws A Wrench In Telecomm Regulation [View article]
    Everyone knows what Bell Labs is saying! However, the reason voice, video, and data need be regulated differently (even though treated the same by GMPLS technology) is because from a business perspective they ARE different. Over time as GMPLS becomes more pervasive, older technologies still being utilized by service operators currently providing voice, video, and data under different networks will be phased out entirely. Otherwise, legal challenges would impede charging different prices to customers for the same service being delivered under separate/older networks...nor should arbitrary regulation force providers to convert/modernize these networks to GMPLS before it becomes financially feasible to their business case. This evolution will happen but the business environment for service providers with large capital and expense costs has also got to allow time for revenue generation to ramp up as well. The competitive business environment is in the real world unlike the vacuum of space where everything travels at astronomical speeds more or less unencumbered!

    So much for the wrench!
    Feb 26, 2015. 03:09 PM | Likes Like |Link to Comment
  • Bell Labs Throws A Wrench In Telecomm Regulation [View article]
    The implications made in this article are confusing, misleading, and creating problems where there are none! The article makes it sound as though ALU/BL is now solely responsible for any regulatory problems as a result of the convergence of IP over DWDM which couldn’t be further from the truth.

    IP over DWDM has been deployed for a long time with CSCO and ALU (just to mention a few) having integrated these technologies almost 2 decades ago. The regulatory issues would have existed back then as well so why all the fuss now?

    As with the assimilation of any new technologies, the drivers being to reduce costs, improve service, and accommodate growth is being achieved (in long-haul, metro, local access) for vendor, operator, and customer alike, with the bottom line being that any regulation interfering with this “win-win-win formula” is bound to fail. End of story!
    Feb 19, 2015. 02:04 PM | Likes Like |Link to Comment
  • As Alcatel-Lucent Surprises, Are Shares An Easy Double? [View article]
    For the first time in a long time, I think ALU is worth being "patient" about (as if shareholders/readership haven't already been that way going back to the days of Pat Russo and Ben Verwaayen) or even before that when Rich McGinn first began to corrupt LU. Nevertheless, let us give thanks for these gains however small. as they are a sign (one of many being repeated) that ALU is at least trying to move in the right direction. However, even for SA to raise the question about ALU's doubling share price places it way out ahead of itself and as such is still misleading information. I think a more balanced approach is the way to go especially given the Barron's article today from which I've included an excerpt:

    "We are maintaining a Neutral rating on Alcatel-Lucent (ticker:ALU). Revenue for the third quarter came in lighter than expected, but margins were strong due to continued fixed-cost savings under the Shift Plan. Even with incremental improvements in operating performance, the fundamental story for the stock remains uninspiring.

    A global diversified Telecom equipment vendor like Alcatel-Lucent is largely tethered to the trend in overall capital- expenditure growth which is flattish. We believe the easy cost cuts have already been made and revenue upside from here will be difficult to achieve given competition in Core Networking and lumpy demand for Access products." See web site below for full article.

    http://bit.ly/1EdkBUN

    We'd all love to see ALU double or triple but whether or not we adhere to either perspective, we need to be patient to see how (and if) ALU is able to make consistent quarter-by-quarter progress over a sustained period of time. No doubt we 'd all wish to see real growth instead of this incessant up and down churning in which the stock ultimately goes nowhere. Combes has at least gotten our attention...now let's see what he does with it!
    Nov 3, 2014. 12:07 PM | 1 Like Like |Link to Comment
  • After My Bad Call, Is Alcatel-Lucent Still Worth Holding? [View article]
    Unfortunately Chris…your “bull case” call for ALU has been pretty much in keeping with most of the other SA contributor calls throughout this year and last…”pure BS” ... and doing more harm than good! Please spare us!
    Oct 16, 2014. 01:49 PM | 3 Likes Like |Link to Comment
  • Update: Alcatel-Lucent's Sale Of Enterprise Segment Has Reaffirmed Our Bull Case [View article]
    ALU is a joke no doubt even without the Euro...and now IAER's "Bull Case" is looking more like a "Bulls**t Case" !
    Oct 8, 2014. 11:29 AM | Likes Like |Link to Comment
  • Update: Alcatel-Lucent's Sale Of Enterprise Segment Has Reaffirmed Our Bull Case [View article]
    The folks at IAE Research are dreaming! None of ALU's latest technologies or asset sales will begin to matter until their bottom line net income is restored! In the meantime, their share price will continue to plummet. As of 2014 ALU's Net Income is still a minus 298 million Euros (Google Finance)! This shows ALU is NOT making any money, won't be able to attract investment, and remains especially vulnerable in light of global economic conditions!
    Oct 8, 2014. 12:05 AM | Likes Like |Link to Comment
  • Update: Alcatel-Lucent's Sale Of Enterprise Segment Has Reaffirmed Our Bull Case [View article]
    Actually, ALU's performance when compared to its peer-group substantiates my fears and unfortunately makes the "wash" scenario more likely to be correct. ALU leads the pack downward having plummeted 25% in the last 6 months... during which time ERIC went down 11%, JNPR down 17%, CIEN down 23%, and NOK up 20%. So any new investment in ALU (as well as CIEN) now as well as in the foreseeable future still appears to be throwing good money after bad!
    Oct 7, 2014. 10:41 AM | 1 Like Like |Link to Comment
  • Update: Alcatel-Lucent's Sale Of Enterprise Segment Has Reaffirmed Our Bull Case [View article]
    I would tend to believe Combes that ALU achieves profitability by mid-2015 since he's walked the talk so far and therefore I still trust him at his word. What I fear is that in the meantime ALU will drop considerably more before then so that if it finally does turn around and make it's move upwards, it might just end up where it is today at around $3.00 per share give or take. Thus any investment made during this time would be a wash and typical of ALU's ongoing underperformance in which the investor achieves nothing for his time and money!
    Oct 6, 2014. 03:08 PM | 1 Like Like |Link to Comment
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