10 thoughts on “Lucent-Alcatel Say – I Do!”

  1. Good posting, Om. I just read a transcript of the Alcaltel-Lucent merger announcement here: http://seekingalpha.com/article/8499

    Serge Tchuruk, Alcatel’s Chairman, answered his own rhetorical question on the call as to why these two behemoths should merge:

    “The first key, to be amongst the best in the capability to innovate in products; not only in products, also solutions and services.

    The second key, to be amongst the best of the lower-cost players. In other words, the market is so competitive that even if you have the first key and if you don’t have the second key, you cannot open the door. To get those two keys working, obviously scale and size can help. A combination of two very large players which individually have already gone a long way in meeting those two criteria can be a formidable winner. “

  2. I think it’s better than Sears and K-Mart but I am not sure what real benefits they will quickly amass, especially in trying to merge divergent cultures. I think that GE picking up Lucent would have been a much more interesting play.

  3. Mr. Carlini would you care to elaborate more on Counterpath and the merging of divergent cultures. I think someone must be the go between and the current climate seems to be receptive.

  4. Regarding Counterpath, rumors abound about a soon to be announced deal with a major U.S. Telcom. Have you heard any rumors to that effect, and if so, is that likely to sway other North American Telcoms in Counterpath’s direction?

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