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corwin0 12/5/2012 | 4:00:07 AM
re: Alcatel/Lucent: The Domino Factor Ahh - which market would that be, reoptic?

Cisco, in some markets very strong, others not so (i.e. no position in wireless, where there is some sense to this merger). But Huawei? How can buying market share in commodity business (such as DSL access or classical optical transport) be considered a "strong strategic position?"

Are they a threat, certainly, are the "strong" at this point, especially in the NA or European market, not as I count it.
Cosmic_Collision 12/5/2012 | 4:00:06 AM
re: Alcatel/Lucent: The Domino Factor How about A-Bell
lightdim 12/5/2012 | 4:00:06 AM
re: Alcatel/Lucent: The Domino Factor Come on guys. Lucatel does not sound too bad:-)
Stevery 12/5/2012 | 4:00:05 AM
re: Alcatel/Lucent: The Domino Factor Come on guys. Lucatel does not sound too bad:-)

I think "Lucatel" would be quite a horse race with "Alcabell".

"Lucatel" invokes the fact that the special effects of George Lucas will be required to fix the LU bottom line.

"Alcabell" better reflects the amount of AlkaSeltzer to be consumed in the house cleaning of Bell.
jerph2000 12/5/2012 | 4:00:04 AM
re: Alcatel/Lucent: The Domino Factor Actually, Alcatel Bell woudl make sense. There is already a joint venture called Alcatel Bell Shanghai" in China.
OldPOTS 12/5/2012 | 4:00:03 AM
re: Alcatel/Lucent: The Domino Factor ALA has been after a good Wireless and WiMax connection for some time. See LR aticles. Lucent makes sense in this 'light'. AlcaBell! See 'The Domino Factor'

I would bet that those in Lucent wireless and possibly IMS are fairly safe as they merge their ALA systems with Lucents. But the Lucent others should be looking over their shoulders for the next few years.


BTW -ALA also acquired Newbridge and
a router companies after that. Yes and a couple of OEMs/partners like Riverstone.

Also ATMRules - I believe ATM type QoS will be needed in a few years. Check out what the
7750/7710/7450 can do on ALA Web site for Traffic Management! Thats QoS on VPLS (streams/services) to some. QoS policing, queueing and scheduling are only done at the point where links 'converge'. It's only a matter of how well.

But I always knew eyepee needed circuits, and MPLS eventually will become LSP limited. It has to do with scaling to be business wise succesful. VBN networks will rule.
jepovic 12/5/2012 | 4:00:03 AM
re: Alcatel/Lucent: The Domino Factor Ooooh, I can just imagine the fights coming. The French are the most headstrong nationalists of Europe - just look at their reactions on the Iraque war. Daimler buying Chrysler and cleaning up will seem like a walk in the park compared with this one.

Will the politicians accept this? The French gov will accept nothing short of a buy - after all, Ala is by far the stronger part. But Lu is the key vendor for the US government - will Bush allow one of the most anti-US governments in the western world to have control over such strategic technology, after the recent port debacle? And don't kid yourself that this is pure business - this is telecom infrastructure, not Internet. The French government keeps a certain amount of control over all of its crown jewels.

And as for this putting pressure on other vendors - I don't think so. I can just hear Cisco and Ericsson going: "Whew! For a while, Alcatel was looking really strong, but now they will be busy with internal politics for several years."
zbalint 12/5/2012 | 4:00:02 AM
re: Alcatel/Lucent: The Domino Factor Let's call it "Alcatel Bell Labs"!

Actually the belgian operations are called today "Alcatel Bell".
The "Bell Telephone Manufacturing Co." was founded in
Antwerp, and acquired by a few multinationals later. The Chinese
venture I thought was acquired by the belgian branch
before Alcatel bought Bell Telephony (at that time
already from ITT).

The chinese operations are called ASB - Alcatel Shanghai Bell.

"Alcatel Bell Labs" sounds fancy for the new company. It's both French and American. It's part
of both companies' current name portfolio.
corwin0 12/5/2012 | 4:00:02 AM
re: Alcatel/Lucent: The Domino Factor The comments about ASB are close, but not quite correct.

Alcatel Bell is indeed what Alcatel's business in Belgium was called. ASB (Alcatel Shanghai Bell) came into existance when Alcatel bought a Chinese telecom equipment SOE, Shanghai Bell. Belgium dind't buy Shanghai bell before Alcatel.

jepovic 12/5/2012 | 4:00:01 AM
re: Alcatel/Lucent: The Domino Factor Latest rumour is that Ericsson is considering bidding for Lucent. Apparently, CEO Svanberg wanted to buy LU a couple of years ago, but got no from the board.

Makes some sense from a product portfolio perspective. Ericsson leads the GSM and WCDMA market, while LU leads the CDMA market.

But buying such a large, sinking ship - why?
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