Missed revenue goals, thousands of job cuts and executive departures are making Alcatel-Lucent a very easy target. One analyst has compared the company to no less than Britney Spears, such is the ignominy of the company's slide.
Yet, there's not much more for Alca-Lu to do at this point than forge ahead, make more cuts if necessary and try hard--really hard this time--to figure out what carriers will actually spend on network gear in the near future. Some might call the Alcatel-Lucent merger a mistake, but until some giant telco says it would rather deal with mom-and-pop shops than international conglomerates that can meet their scalability requirements, this is a deal you won't see undone.
For more:
- Light Reading covers [1] the tough assessments
Links:
[1] http://www.lightreading.com/document.asp?doc_id=133921