ALU : Analysis & Opinions

  1. Bull of the Day: Finisar (FNSR) - Bull of the Day

    January 17, 2014
    Bull of the Day: Finisar (FNSR) - Bull of the Day
  2. 4G LTE in Africa: Courtesy Alcatel-Lucent - Analyst Blog

    July 10, 2013
    Alcatel-Lucent, S.A and Surfline Communications Ltd. recently announced that they have successfully deployed the first commercial ...
  3. Alcatel-Lucent to Restructure Debt - Analyst Blog

    June 28, 2013
    Alcatel-Lucent, S.A. has planned to issue convertible bonds to reduce its debt financing cost and extend the debt maturity ...
  4. Ciena And Carrier Spending – They're Baaa-aaack

    June 6, 2013
    Ciena's strong revenue and margin numbers for the quarter may be the beginning of a major new cycle.
  5. Another Revision Doesn't Make It Easier To Like Juniper

    April 24, 2013
    Juniper looks cheap, but it will stay cheap if it can't start beating revenue estimates.
  6. ADTRAN Looks To Rebound From A Pretty Miserable 2012

    April 10, 2013
    ADTRAN badly needs the long-awaited carrier spending recovery to unlock its value.
  7. Juniper Beats 4Q Ests, Revenues Up - Analyst Blog

    January 25, 2013
    Juniper Networks Inc. (JNPR) posted adjusted earnings per share (EPS) of 17 cents in the fourth quarter of 2012, above the ...
  8. The Street Seems All In On Ciena's Recovery

    December 14, 2012
    Ciena disappoints again, but investors don't seem to mind.
  9. NSN to Win Lost Ground in U.S.? - Analyst Blog

    November 27, 2012
    Nokia Siemens Networks ("NSN"), a leading equipment, infrastructure and service provider for telecom networks globally, is ...
  10. Gale Technologies Acquired by Dell - Analyst Blog

    November 19, 2012
    After its third quarter results and fourth quarter outlook drove its stock toward a three-year low, Dell Inc. (DELL) announced ...
  11. Cisco Making The Best Of A Tough Environment

    November 15, 2012
    Cisco delivers a solid quarter in a soft market. Nevertheless, its overall growth story hasn't changed much.
  12. Earnings Preview: Cisco Systems - Analyst Blog

    November 12, 2012
    Cisco Systems, Inc. (CSCO) is scheduled to announce its first quarter fiscal 2013 results after the closing bell on November ...
  13. Ciena Upgraded to Outperform - Analyst Blog

    October 2, 2012
    We recently upgraded our recommendation on Ciena Corp. (CIEN) from Neutral to Outperform following the better-than-expected ...
  14. Ciena Still Trying To Translate Tech Into Prosperity

    September 4, 2012
    Ciena's guidance creates more doubt about the carrier capex environment.
  15. Nokia-Siemens to Offload BSS Unit - Analyst Blog

    August 30, 2012
    Nokia Siemens Networks, a 50-50 joint venture between Nokia Corporation (NOK) and Siemens AG (SI) is in its final lap of ...
  16. Is Aruba Back In A Growth Groove?

    August 27, 2012
    Aruba looks more stable, but expectations are rising again.
  17. Analog Devices Still Crawling Along

    August 24, 2012
    Analog Devices is still in the doldrums.
  18. Adtran And Its Peers Are Back To "Show Me" Status

    July 12, 2012
    Adtran continues to stagnate with weak carrier spending. I'd be seriously tempted to wait before buying these shares, but ...
  19. Qualcomm Snaps Up Summit Micro - Analyst Blog

    June 19, 2012
    Qualcomm Inc. (QCOM), world's largest chipset maker, has acquired Sunnyvale, California-based Summit Microelectronics - a ...
  20. Acme Packet Another Company Waiting On The Carrier Revival

    May 7, 2012
    Acme Packet is suffering today, but this will be a great stock to own if/when the carrier spending rebound materializes and ...
  21. II-VI Still Taking Five

    April 30, 2012
    II-VI is struggling to grow, as multiple external factors are hitting the business, including tellurium pricing and the health ...
  22. New Products Need To Carry Juniper Back

    April 27, 2012
    Juniper is still struggling, but new products could reignite growth. If it can grow its free cash flow at a high single-digit ...
  23. Can Powerwave Live To Fight Another Day?

    March 26, 2012
    Powerwave is in serious trouble and survival is no sure thing.
  24. PC-Tel May Be Signaling "Buy"

    March 15, 2012
    PCTEL is an obscure tech company with an interesting security venture.
  25. GSI Technology Needs A Healthier Carrier And Networking Market

    March 12, 2012
    GSIT's narrow focus may limit its opportunities.
  26. Nokia Still Has Miles To Go

    January 27, 2012
    Nokia rallies on less-terrible results.
  27. Service Providers Disconnect Juniper's Momentum

    January 11, 2012
    Juniper continues to struggle, but the growth potential of the industry suggests that there may be safer options in the tech ...
  28. AT&T's Bold Bid For T-Mobile Ends In Failure

    December 21, 2011
    AT&T abandons its potentially industry-changing bid.
  29. Ciena Tries To Carve Out Another Run

    December 13, 2011
    Ciena likely never will match what it used to be.
  30. The Investment Prospects For Nokia

    November 29, 2011
    Confident investors who believe that this once-king can be among the future's royalty could be looking at significant multi-year ...
  31. Aruba Still A Growth Story In A Growth Market

    November 23, 2011
    Aruba continues to post strong growth and share gains in an attractive IT market.
  32. Broadcom Assigns A Lot Of Value To Expansion

    September 15, 2011
    Broadcom is paying a dear price for high-end processing technology.
  33. Altera's Adjustment No Need For Panic

    September 12, 2011
    Altera's revision looks like the end of the beginning, not the beginning of the end.
  34. Ciena - Performance From Margins Or Marginal Performance?

    September 5, 2011
    Ciena surprised investors, but the good news may not be sustainable.
  35. China Mobile May Be Right For The Times

    August 19, 2011
    China Mobile has its problems, but it could be a good stock for the current climate.
  36. Juniper Another Disappointing Networking Story

    August 3, 2011
    Juniper got hammered on poor guidance, but these shares may be too cheap.
  37. Upside Potential From Black Box

    June 16, 2011
    Communications service provider Black Box's future growth prospects look compelling.
  38. Cisco: No Growth Today, Try Again Tomorrow

    May 16, 2011
    Cisco is struggling, but the current valuation suggests things will never get better.
  39. The Return Of The Norsemen?

    April 29, 2011
    Ericsson is benefiting from more capital spending, but how much capacity do mobile operators need?
  40. 4 NYSE Stocks Showing Double Digit Growth

    April 27, 2011
    Four stocks from four different industries that have already earned at least 50% in 2011.
  41. 4 NYSE Stocks Showing Double Digit Growth

    March 11, 2011
    Four stocks from four different industries that have already earned at least 50% in 2011.
  42. February's Tech Winners

    March 2, 2011
    Check out February's best technology stocks.
  43. Tyco Electronics Strives For Consistency

    January 25, 2011
    It's hard to get bullish on Tyco Electronics' investment appeal.
  44. Ciena's Second Act

    December 14, 2010
    Ciena has rebuilt itself, but it can produce the cash flow when it matters?
  45. The Nuance Story Is Not All That Subtle

    November 24, 2010
    Nuance Communications is growing well enough, but red flags may deem it off-limits to some investors.
  46. A Rocky Week For Abbott Labs

    July 3, 2009
    This healthcare company has seen better weeks, but it's still too early to tell if recent bad news will pummel the stock.
  47. Juniper Out On A Limb

    June 9, 2009
    Juniper's share price may looks to stretched to invest in at this point.
  48. Ericsson Wins With U.S. Contract

    March 12, 2009
    Ericsson's latest U.S. contract means big things for this wireless supplier.
  49. Solid Cisco Should Emerge Strong

    February 9, 2009
    Networking industry titan stands tall ahead of a turnaround.
  50. A Dying Battery For Nortel

    November 13, 2008
    Things could get much worse for telecom equipment-maker Nortel.
  51. As Good As It Gets For Ericsson

    October 22, 2008
    Investors expecting more upside are sure to be disappointed; Ericsson's growth and margins are probably as good as they are ...
  52. 3Com Stock Can't Get Much Cheaper

    September 24, 2008
    3Com stock is priced for the bargain basement.
  53. Gloomy Outlook Holds Back Cisco

    May 8, 2008
    Cisco beat expectations yet again, but conservative guidance held down the stock. Caution was the smart move however.
  54. Look Who's Firing Now

    February 1, 2008
    The market largely ignored last week's rising unemployment stats, but it can't ignore the headlines. Corporate America is ...
  55. Cisco's Solid Quarter Drops Share Price (CSCO)

    November 16, 2007
    Shares of Cisco dropped over 10% in less then a week after releasing solid quarterly numbers. Is this a buying opportunity?
  56. For Your Viewing Pleasure

    June 21, 2007
    Internet-based television looks to be the future, but is it ready for prime time?
  57. Why Mergers Don't Work (AA, AL)

    June 19, 2007
    Alcoa's and Alcan's stocks have already priced in any possible merger benefits, and those benefits are not guaranteed.
  58. Nortel Finally Improves (NT)

    May 3, 2007
    Wall-Sreet joke Nortel has a new CEO and new demand for its products. Perhaps it's finally worthy of respect.
  59. Ericsson On The Margin (ERIC)

    May 2, 2007
    Ericsson's numbers are great, but don't hold your breath for more upside in the stock.
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