Lucent not only is loosing market to NT , but
also to Alcatel. Last Quarter ALA optical business( excluding
internet) grew 60% and this quarter the grow will be higher.
I sated it several month ago that Lu is also loosing business to ALcatel Newbridge. For example LU got last year 1 billion
deal with SBC for outside SBC area network, The deal is for 5 years and PR was repeated recently. Alcatel did 1 billion
with SBC so far this year only.
New Newbride switching-routing platform, shipping now in volume, accommodating ATM/MPLS/IP on the same system- 50 Gig now, OC-48,192, and 450 gig in few months, is taking huge business from Lucent.
The game is over. Alcatel is growing this year top line in upper 30s and the next year around 30. The operating income is growing twice faster. 0ver 50% of DSL and LMDS worldwide acc. to Del
Oro. No1(45% shares) in submarine DWDM, market which this year will hit 8 billion
Alcatel for example has deal with Citibank for financing, and is doing this in very conservative way, like NT, where Lucent is again in big troubles.
How much cash has Lucent 1 billion . Alcatel and NT have over 4 billion $.
I ask Mr.Fun deliberately many times why LU is loosing to ALA and what he thinks about ALA.
I have got answer!!! |
