x
Cable/Video

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

albreznick 9/9/2013 | 9:37:09 PM
Ericsson Pulling Ahead? I see Ericsson has pulled way ahead in the latest tally, thanks to some creative ballot stuffing by some clever Ericsson folks. More power to them. But more important is what everybody else out there thinks of the poll results. What's your case for AlcaLu or Ericsson? We take all comers.  
albreznick 9/4/2013 | 5:06:50 PM
This Time for Good? Alcatel-Lucent has been in and out of the cable market several times over the past few years. So it will be interesting to see if they're serious for the long term this time around. Has anyone seen a pickup in AlcaLu cable activity in the past couple of months? Do you believe that they're serious this time? Will they try to give Cisco and Arris a real run for the money? I await your thoughyts and opinions.    
HOME
Sign In
SEARCH
CLOSE
MORE
CLOSE