Uncommon Wisdom

Feb 11 2011   3:11PM GMT

Alcatel-Lucent financials due to linking network service opportunities?

Tom Nolle Tom Nolle Profile: Tom Nolle

Alcatel-Lucent announced its earnings yesterday and the results were a sharp contrast with Cisco’s, sending Alcatel-Lucent’s stock up more than twice the percentage that Cisco’s fell. The most impressive fact was that revenues increased in all geographies and product sectors.

If you couple this with Alcatel-Lucent’s lightRadio announcement, too late to impact the latest numbers, you wonder whether the company may not be finally getting it together. Another implication is that if nobody is effectively linking service opportunities vertically through the network, then the guy with products in every part of the network has an edge. For Cisco, that may be another reason to get serious about service-layer strategy.

 Comment on this Post

 
There was an error processing your information. Please try again later.
Thanks. We'll let you know when a new response is added.
Send me notifications when other members comment.

REGISTER or login:

Forgot Password?
By submitting you agree to receive email from TechTarget and its partners. If you reside outside of the United States, you consent to having your personal data transferred to and processed in the United States. Privacy

Forgot Password

No problem! Submit your e-mail address below. We'll send you an e-mail containing your password.

Your password has been sent to: