Farewell, Lucent

COMMENTS

Newest First | Oldest First | Threaded View

<< < Page 3 / 4 > >>

sgan201 12/5/2012 | 3:33:21 AM

re: Farewell, Lucent
The key question should be whether ALU is an American company. If not, it will be kicked out of S&P 500 index and the index mutual fund will have to sell ALU stocks.

Dreamer

Reply | Post Message | MESSAGES LIST | START A BOARD

optiplayer 12/5/2012 | 3:33:20 AM

re: Farewell, Lucent "The creation of the new company is over. Any hesitation should have been reflected in the 2006 purchase decisions. Going forward, the picture looks somewhat clearer, whereas before it was not clear whether the merger would happen or not."

I disagree, the merger has been a forgone conclusion since the shareholder meetings back in September and even before that I think the probability of closure was well, well above 50%.

"Possibly hesitation now rests on which products will survive the merger. If you are in the industry, you should be able to make educated guesses."

Product overlap is definitely the cause of hestitation on customers' part (IMHO) and I don't think they want to guesss about anything. ALU claims massive "synergies" but to obtain them products will have to be cut which will anger some customers. Tough decisions will have to be made in optical, VoIP and UMTS. UMTS will be particularly interesting since they will have 3 systems come January (ALA, LU and NT). Which do they keep? LU had only one customer for theirs but its a big one... do they risk Cingular by cutting the LU system?

Reply | Post Message | MESSAGES LIST | START A BOARD

optiplayer 12/5/2012 | 3:33:20 AM

re: Farewell, Lucent "The key question should be whether ALU is an American company. If not, it will be kicked out of S&P 500 index and the index mutual fund will have to sell ALU stocks."

Alcatel-Lucent is a French company. ALU is an ADR. It is not in the S&P 500. LU's slot was taken by another company last Friday.

Reply | Post Message | MESSAGES LIST | START A BOARD

optiplayer 12/5/2012 | 3:33:17 AM

re: Farewell, Lucent "the portfolio decisions (except for umts, since the nortel purchase was just closed yesterday) are already public. i'm surprized lr readers are so out of touch."

Really? Perhaps you can review them for me or post a link so that I can get back in touch. Or simply list the products that have been cut. In particular, what is the status of Lambda Extreme? How about the gateway and softswitch products?

Reply | Post Message | MESSAGES LIST | START A BOARD

seabis 12/5/2012 | 3:33:17 AM

re: Farewell, Lucent the portfolio decisions (except for umts, since the nortel purchase was just closed yesterday) are already public. i'm surprized lr readers are so out of touch.

Reply | Post Message | MESSAGES LIST | START A BOARD

^Eagle^ 12/5/2012 | 3:33:16 AM

re: Farewell, Lucent seabis,

I don't know how you can say portfolio / product decisions are already made and PUBLIC.

If this is so, please post a link to a site or press release that actually proves this.

I know both companies well. In fact have met with many key decision makers at both companies over the last 2 weeks. It is clear the rank and file of ALU do not know what platforms (in detail) will survive, which survive only short term to be phased out and which will be killed outright. Mid level engineering, procurement, and other functions still don't know who will be doing what and what platforms will make it.

High level org charts are done but not the smaller branches of the tree. The people inside ALU who do the real daily work don't know. Many of the platforms and products groups will not know for a few weeks or even months (except for high level where ALU says it is organizing into certain macro business units (wireline for instance).

If, according to your post, ALU has already made these decisions (except for UMTS), the please share with us a link that spells it out.

Thanks,

sailboat

Reply | Post Message | MESSAGES LIST | START A BOARD

OldPOTS 12/5/2012 | 3:33:12 AM

re: Farewell, Lucent I assume most of you have visited:

http://www1.alcatel-lucent.com...

This looks like all products thrown in the kettle. The AlTrac train control products and others were sold off during closing the deal and they are in the pot.

OP

Reply | Post Message | MESSAGES LIST | START A BOARD

Lite Rock 12/5/2012 | 3:33:08 AM

re: Farewell, Lucent Sailboat,

[b][i]please share with us a link that spells it out.[/b][/i]

Save your energy, he doesn't know. I have been through the decision making process during AL/DSC and I think you are on with your analysis.

The personnel part of it sucks. I am interested to see how they are going to refer to the folks that get layed off this time.

"Bill your going to have to "rationalize" two more from your department."

The normal argument is hey it's business! No, It's real people.

Cheers

Reply | Post Message | MESSAGES LIST | START A BOARD

materialgirl 12/5/2012 | 3:33:07 AM

re: Farewell, Lucent It is one thing to post an ad that may be interesting at the side of the page, but quite another to waste my time with that annoying start-up ad. That behavior can cost you readership.

Reply | Post Message | MESSAGES LIST | START A BOARD

desiEngineer 12/5/2012 | 3:33:07 AM

re: Farewell, Lucent LiteRock: "The normal argument is hey it's business! No, It's real people."

My son got cut from his basketball team after the tryouts. Fourteen kids, four weeks, three hours a day, workout and drills, and then they said, "Son, there are 12 spots and you didn't make it." Who says it isn't real people?

So what would you do if you had 3 UMTS units and you had to consolidate?

And don't say you wouldn't buy the other companies because that's a cop-out. Unless you think that Serge and Pat had this machiavellian scheme, "Hey, let's merge and buy Nortel's UMTS and we can lay off a whole lot of people saying it's a cost reduction. Mwahaha!"

BTW, he made the team this year.

-desi

Reply | Post Message | MESSAGES LIST | START A BOARD

<< < Page 3 / 4 > >>