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pzernik
pzernik
10/1/2013 | 11:33:38 AM
Re: AlcaNuSeNce?
What about Nokia Solutions and alu Networks (NSN).   Nokia needs to find a way to keep being called NSN and since ALU is a three letter word....technically it doesn't need to be a letter in the acronym. right?
Simon@
[email protected]
9/29/2013 | 6:04:22 AM
Re: Really?
I doublt the possibility  . it is unimagenable
jhodgesk1s
jhodgesk1s
9/28/2013 | 4:05:26 PM
Re: Really?
Given the overlap in product portfolio, doesn't appear very synergistic. Plus, the impact of NFV and SPIT is changing the merger/acquisition model. Instead, I wonder how far out we are from a large IT vendor and Tier 1 telecom vendor merger/acquistion?
MarkC73
MarkC73
9/28/2013 | 5:09:30 AM
Re: ALU share price
Though I really haven't kept up what NSN has done outside of what they're selling off.  I agree, I can't see the merger being a good thing.  I definitely agree that without Basil and crew ALU would have been worse shape or no shape.  Their IP gear is pretty good.  However, as you said, they are not out of the woods, they need to keep growing their Service Routers, Wireless market share and make headway into Datacenter markets.  All the while handling debt, cashflow, and reorganization.
macster
macster
9/28/2013 | 1:05:36 AM
Re: ALU share price
I dunno..... while I agree that now is probably not the time for another merger, there is room for a bit more consolidation.

What I do know is..... those who listened and bought ALU at €0.70 or €0.80 last year would have seen their investment go up by 300%. (Lol, moral of the story? Looks like Macster does know what he's talking about.)

Wow, midnight already, time for my beauty sleep. Have a good weekend.

 

 
Hoop
Hoop
9/27/2013 | 11:47:47 AM
Re: AlcaNuSeNce?
How about... ALuNoTiC (Alcatel Lucent Nokia Telcommunication Integrators Co) or maybe DAFFTEC (Deutsch American French Finish Telecommunications Equipment Co)???   I know... <groan>!   The last one does represent one of the major difficulties in a possible merger though, doesn't it?
Ray@LR
[email protected]
9/27/2013 | 3:55:21 AM
Re: ALU share price
Alcatel-Lucent is in better shape than it was a year ago for sure but it's not out of the woods.

What I'm saying here is that the last thing it needs  is to be involved in another major industry merger - I think that would be disastrous. I hope the bankers that will be urging this to happen (think of the commission...) miss out this time.

Of course, the conpany cpould find itself stuck between a rock and a hard place - damned if it does, damned if it doesn't. I hope that's not the case.
macster
macster
9/27/2013 | 3:27:22 AM
ALU share price
Hmmm.....

I wonder what the ALU (CAC) share price is now? What was it last year? When it went below a dollar in NY, which the editor here said was of no significance? LOL! And comments about their demise?

ALU's not quite dead, aren't they?

 

 
MordyK
MordyK
9/26/2013 | 6:45:53 PM
Re: Really?
In a perfect world I would agree with you as it spurs innovation, but from a shareholder/management perspective you are competing with companies that have deeper resources
Benoit Mercier
Benoit Mercier
9/26/2013 | 6:16:54 PM
Re: Really?
The market needs to grow, not shrink. We need more competition, which spurs innovation and market growth. Creating a Frankenstein NokAlu is not in the best interest of the companies, their shareholders, their employees, their customers or the market in general.
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