Alcatel/Lucent: The Domino Factor

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digits 12/5/2012 | 4:00:21 AM

re: Alcatel/Lucent: The Domino Factor There appear to be a number of options for some of these companies -- Cisco keeps growing through incremental acquisitions.

It could also increase the squeeze on Tier 2 vendors that could become increasingly exposed by megavendors.

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chip_mate 12/5/2012 | 4:00:20 AM

re: Alcatel/Lucent: The Domino Factor How many times has a company acquired the assets of another struggling company and incorporated their name?
Never.

Name remains the Same.

Alcatel

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chip_mate 12/5/2012 | 4:00:20 AM

re: Alcatel/Lucent: The Domino Factor They had a massive stroke in 1999, and have been in ICU since.

This company should have been put down long ago.
Amazing how it took the French to come in and do it in 2006.

Can't wait to see the French sweep out all the Lucent politicos who won't have a place at the ALA table.
I can't think of ONE major American city where Alcatel doesn't already have ENOUGH of their own people.

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reoptic 12/5/2012 | 4:00:19 AM

re: Alcatel/Lucent: The Domino Factor does not make them float.

Bottom line is that Cisco and Huawei enjoy strongest strategic positions in this market and everyone else stuck in the middle.

Looks like the airline industry. All the mergers can't make big guys competitive with JetBlue and Southwest.

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jerph2000 12/5/2012 | 4:00:15 AM

re: Alcatel/Lucent: The Domino Factor For those who do not remember, talks between Alcatel and Lucent already occured in 2001.
http://www.lightreading.com/do...

It did not happen then and I would be surprised if it does happen today. The only reason why I would see Lucent agreeing to Alcatel's terms for a friendly merger is that they fear an hostile take-over on the stock-market from other companies that woudl have more dramatic consequences for the company and the employees.

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trzwuip 12/5/2012 | 4:00:15 AM

re: Alcatel/Lucent: The Domino Factor Alcatel should not allow the boat anchor LU to join them and ruin what has otherwise been a good comeback by ALA. The only thing attractive to ALA has to be the Wireless Infrastructure Business where traditionally Alcatel has been a non-starter. Maybe VZ and T are talking Alcatel into taking this dog because they have so much invested...

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chip_mate 12/5/2012 | 4:00:13 AM

re: Alcatel/Lucent: The Domino Factor jerph:
"It did not happen then and I would be surprised if it does happen today. The only reason why I would see Lucent agreeing to Alcatel's terms for a friendly merger is that they fear an hostile take-over on the stock-market from other companies that woudl have more dramatic consequences for the company and the employees."

Couple things have changed.
First the 2001-2 management is gone and secondly, the 2006 management does NOT believe they are in the drivers seat on this deal. They are more honest in their self realization (not smart, or saavy, just honest when they look at their crushing numbers and chances for an escape)

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fgoldstein 12/5/2012 | 4:00:09 AM

re: Alcatel/Lucent: The Domino Factor chip> How many times has a company acquired the assets of another struggling company and incorporated their name?
Never.

Uh, AT&T?

Indeed, my former employer's name, Arthur D. Little, was purchased at a bankruptcy auction by a French company, Altran, who uses it for some of its activities.

Brand equity can be bought. On the other hand, Lucent's brand is rather new and already somewhat tarnished.

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ATMRules 12/5/2012 | 4:00:08 AM

re: Alcatel/Lucent: The Domino Factor I smell the blood of a Frenchman.....If this deal does go thru, it will be interesting to see what the body count will be within 2 years of deal being completed. Anybody care to guess?

IP will never have the QOS OF ATM!!!!!!!!!!!!!!!!

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jerph2000 12/5/2012 | 4:00:07 AM

re: Alcatel/Lucent: The Domino Factor A company's name can be a blueprint of industrial history in itself. Alcatel is a good example in addition to the AT&T/Bell example that everybody knows in the US. The history of the name Alcatel is less known but nonetheless capture some of the history of the 20th century European industry.

The name ALCATEL comes originally from a company in Alsace region in France: ALsacienne de Construction Atomique, de Telecommunications et d'ELetronique. Are you still there with me? Ok. The name ALCATEL survived multiple M&A and acquisition. Here is a sumamry:
- CGE (equivalent of GE and Siemens in France) acquired ALCATEL after WW2 in the 60's
- The telecom part of the CGE called CIT-ALCATEL merged with Thomson Telecommunications in the 80's. The new Telecommunication entity part of CGE (controlled by teh French government) was named ALCATEL
- CGE became ALCATEL-ALSTHOM in the 90's when the French Government sold its majority share and the current CEO (Tschuruck) took over.
- ALCATEL (Telecom) and ALSTHOM (trains, etc) were split and traded separately in 1998

Is a new chapter in the writing? It is interesting to know that Mr. Tchuruk worked a long time in the US in the oil industry prior to his coming to Alcatel. He completed the transformation of the company, started by the previous CEO, into a truly global company with English as the official language.

The only brand within Lucent that the merged company would care about is the label "Bell Labs". If the merger were to go through, which I don't think it will, I could see the new company taking the title ALCATEL (surviving once more a M&A) and renaming the whole technology group Bell Labs.

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