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To: The Ox who wrote (2907)12/10/2013 11:27:12 AM
From: The Ox  Respond to of 8239
 
LOL, maybe I should slow down sometimes.....pared losses.....



To: The Ox who wrote (2907)12/12/2013 1:51:00 PM
From: Jerome  Respond to of 8239
 
ALU...much more upside in 2014......forget the number crunchers and the talking heads...but pay attention to the trends.

On the world stage for broadband connectivity there are just a few major players.

ALU......is the leader in S. America, Africa and the Middle East

Ericsson (ERIC) top of the list in Russia,and Nordic Countries

Nokia...India, Far East and some of Europe.

CISCO and Huawei and MSI are discounted because of Government snooping concerns.

The equipment from these various providers is not interchangeable. In a country like Brazil commits to ALU, there is no switching over to CSCO or Ericsson at a later date. (unless money is no object).

Its one thing to wire up a company or building for 4G, but its a different matter to broadband a whole country.
ALU won a contract to broadband a small African Country and it will need 10,000 substations to be established.
You may have noticed that ALU has been winning a lot of contracts lately. Not many details are provided.

ALU is also a major partner with AT&T (being spun off from that company to Alcatel)

ALU was added to the CAC 40 last week. I take it as a vote of confidence in the company.

I own all the ALU I can afford (for now) ...most of it under two dollars a share...I plan on buying more after I do some basic house cleaning in my portfolio. toward the end of this month.