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deadbeef 12/4/2012 | 8:23:52 PM
re: Lucent/Alcatel Rumors Fly Several top executives have stated over the past year that the CSD (Core Switching Division) is the future of Lucent - and in fact is what they are counting on for growth going forward.

This is pretty scary in light of the fact that the CSD has pretty much lost all of its experienced developers. Does Alcatel know this? Does Henry know this? I doubt it.
NetPig 12/4/2012 | 8:23:50 PM
re: Lucent/Alcatel Rumors Fly IMHO Alcatel are looking at Lucent purely from the perspective of Lucent's customer base. They could really give a crap about Lucent's technologies but need a way into core U.S. customer base. For many loyal die hard Lucent customers's the Lucent spin (if/when it happens) that Alcatel is the savior they have been waiting for is just what they are dying to hear. Lucent HAD a history of innovation (actually Bell Labs not really Lucent) but as with many companies the guys in pin stripes infect from the top and urinate down and over anything they are not comfortable with. This possible merger is Lucent's last hope also as Wall Street knows the deal with Lucent (i.e there is no beef as the farmers have left the building) For the pin stripers, Alcatel is their last chance to retain anything close to what they have been used to. However, knowing Alcatel it will be a blood bath for them as the French execs in Alcatel actually drink their own KoolAid and beleive know one knows better than them knows how to run a networking company.
ng_mui 12/4/2012 | 8:23:44 PM
re: Lucent/Alcatel Rumors Fly Alcatel's fundamentals are good: earnings
growth from last year is just under 100%, with
a very low P/E of around 23. The reason it
didn't crash with the North American stocks has
nothing to do with its position in the US market,
and more to do with the fact that it was never
overvalued in the first place. Right now it
looks cheap!

I agree that both companies are fat right now, and
I expect a complete clean-up of any merged entity
with the redundant divisions shut down and others
sold or spun off into separate companies. I
would start feeling a bit nervous if I was working
for either company!

Lucent's recent troubles are the best thing that
ever happened to Alcatel.
skeptic 12/4/2012 | 8:23:31 PM
re: Lucent/Alcatel Rumors Fly Alcatel's fundamentals are good: earnings
growth from last year is just under 100%, with
a very low P/E of around 23. The reason it
didn't crash with the North American stocks has
nothing to do with its position in the US market,
and more to do with the fact that it was never
overvalued in the first place. Right now it
looks cheap!
--------------------
The 52 week range on the stock is 26.6 to 86.25.
Are you really suggesting that a fall of that
many points is not a crash?!?

Its back in a trading range that it was at in 1997 (before it spiked way up and crashed in '98).








Seltzer 12/4/2012 | 8:23:30 PM
re: Lucent/Alcatel Rumors Fly Is it a typical practice these days for pre-IPO companies to accelerate vesting of stock options as part of a severance package ?
jay shah 12/4/2012 | 8:23:28 PM
re: Lucent/Alcatel Rumors Fly any idea what is happening to these two stocks ?
RSTN is touching new high everyday, DIGL approaching its own high soon...
gladysnight 12/4/2012 | 8:23:19 PM
re: Lucent/Alcatel Rumors Fly "Alcatel's fundamentals are good: earnings
growth from last year is just under 100%, with
a very low P/E of around 23. . . . . that it was never overvalued in the first place. Right now it
looks cheap!"
====================

Really? So at what level above 23 times earnings does it become not cheap? Are you REALLY telling us that you've bought ALA stock and plan to wait 23 years to recoup your investment? Or are you just saying that you've bought stock on the latest dip and now want to talk it up again?

Next you'll be telling us that JNPR is cheap at 83 times earnings and CSCO is cheap at 50 times . . . .

yeah, right.
ng_mui 12/4/2012 | 8:23:14 PM
re: Lucent/Alcatel Rumors Fly >Really? So at what level above 23 times earnings >does it become not cheap?

Only an idiot would buy a stock based solely on
P/E. One of the characteristics of rapidly
growing technology stocks is a relatively
high P/E anyway. This is fundamental stuff that
you can read in any book.

>Are you REALLY telling us that you've bought ALA >stock and plan to wait 23 years to recoup your >investment? Or are you just saying that you've >bought stock on the latest dip and now want to >talk it up again?

No, I'm not saying that at all. If I wanted to
to that, posting messages here would be a
completely stupid way to go about it!

>Next you'll be telling us that JNPR is cheap at >83 times earnings and CSCO is cheap at 50 times

Perhaps you'll be telling me next what I'm going
to have for breakfast tomorrow?!

How is your message related to the Lucent/Alcatel
merger??
ng_mui 12/4/2012 | 8:23:13 PM
re: Lucent/Alcatel Rumors Fly >The 52 week range on the stock is 26.6 to 86.25.
>Are you really suggesting that a fall of that
>many points is not a crash?!?

You can see the stability I mentioned if you
compare the stock with the Nasdaq composite, and
others like Cisco, Nortel, Lucent over a 1 year
period.

Of course it followed the general trend of the
Nasdaq composite, but wasn't exposed to the
same magnitude of devaluation as the other
companies I mentioned in the sector in Jan/Feb
this year.
wildcard 12/4/2012 | 8:23:08 PM
re: Lucent/Alcatel Rumors Fly No why should they.
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