Is AlcaLu the Next Arris?
Will Alcatel-Lucent become the third-largest cable equipment vendor now that the former No. 3 player, Arris, has taken over Motorola Home? A large number of you certainly think so.
In our latest reader poll, Alcatel-Lucent emerged as the favorite choice to take the No. 3 spot vacated when Arris more than doubled in size by acquiring the Motorola Home division in the spring. With nearly 570 total votes tallied as of Wednesday at noon ET, AlcaLu easily topped such contenders as Ericsson, Pace, and CommScope.
Specifically, 31 percent of you picked Alcatel-Lucent as the vendor most likely to take the No. 3 spot behind industry co-leaders Cisco Systems and Arris. Twenty percent chose Ericsson AB (Nasdaq: ERIC), and 16 percent picked Pace plc . CommScope Inc. lagged behind with slightly more than 10 percent of the vote.
These findings certainly jibe with AlcaLu's new cable ambitions. In a lengthy mid-June strategy presentation, Alcatel-Lucent CEO Michael Combes called the cable sector "a Tier 1" opportunity for his company. He argued that cable operators are ready to deploy many of the technologies originally designed for the telco sector, and he pledged that AlcaLu would invest resources to develop its cable business. (See: Cable Is Key to 'New' Alcatel-Lucent.)
Apparently, our readers believe what Combes had to say. Now it's a question of how well AlcaLu executes on that strategy.
— Alan Breznick, Cable/Video Practice Leader, Light Reading