Seeking Alpha

ALU
Alcatel-Lucent

5/24/2012, 12:41 AM ET
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ALU Market Currents more »
  • Wednesday 1:57 PM Alcatel-Lucent (ALU +4.7%), down ~40% since February, outperforms with the help of bullish commentary regarding its 7950 XRS core router line, launched yesterday. Deutsche thinks the products offer "meaningful improvements" over rival offerings, and could take 5%-10% of the U.S. core router market simply by leveraging Alcatel's mobile carrier relationships. Goldman thinks the hardware could cause some headaches for Juniper (JNPR -4.8%). (previous)
    1 Comment
    [Tech, On the Move, Quick Ideas]
  • Wednesday 9:05 AM Premarket gainers: RCON +70%. PCX +8%. ALU +5%. NBG +5%.
    Losers: DELL -14%. TSL -6%. BIG -6%.
    1 Comment
    [On the Move]
  • Tuesday 12:46 PM Alcatel-Lucent (ALU +0.7%) has released its 7950 XRS line, its first products for a lucrative core router market currently dominated by Cisco (CSCO) and Juniper (JNPR). The 7950 line offers very high densities and runs on Alcatel's hyped FP3 network processor, which can handle 400 Gbps transmission speeds. Carrier inertia and comfort with Cisco and Juniper's software will be major challenges for Alcatel, but Nomura is optimistic the company can carve a niche.
    1 Comment
    [Tech]
  • Friday 6:23 PM Optical networking equipment revenue fell 23% Q/Q in Q1, estimates Infonetics - a sharp decline even after accounting for seasonality. A 30%+ drop in EMEA sales overshadowed a small drop in North American sales. The firm is particularly worried about the fact EMEA sales of WDM gear fell more than sales of legacy gear. "This is not the behavior of a region experiencing only a minor quarterly pullback," it observes. Some key industry players: CIEN, INFN, ALU, SCMR, TLAB, ADTN.
    2 Comments
    [Tech]
ALU in Focus more »
ALU News more »
ALU Instablog posts more »
  • Alcatel-Lucent - This Stock Could Be The BUY Of The Year
    Fri, May 18 • itconsultant • Comment!
  • Portfolio Positions As Of 4/25/12
    Wed, Apr 25 • Brian Nichols • 8 Comments
  • Thoughts On Company Valuation
    Tue, Apr 24 • tuan nguyen • Comment!
  • Alcatel Lucent - Trend Analysis For Long Term Investor
    Mon, Apr 23 • tuan nguyen • Comment!
  • Portfolio Holdings As Of March 12 2012
    Mon, Mar 12 • Brian Nichols • 13 Comments
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Company Description

We provide product offerings that enable service providers, enterprises and governments worldwide, to deliver voice, data and video communication services to end-users. As a leader in fixed, mobile and converged broadband networking, IP technologies, applications and services, we leverage the... More

Sector: Technology
Industry: Communication Equipment
Country: France