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Alcatel – Lucent

Rocky month for both companies as analysts are split on the value for Alcatel of the deal. Reactions are contrasted on both Atlantic sides. In the US: Dresdner Kleinwort wrote negatively on the deal, but Institutional Shareholder Services spoke favorably...

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Google new business model

Google is launching Google Apps for Your Domain (www.google.com/a), a serious threat for Microsoft. Starting with Gmail for e-mails, Google Talk for IM and VOIP, Google Calendar for agenda et Google Page Creator Web page creation, Google is said to add...

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Market researches - 31/08/06

A few set of market information released this week: According to In-Stat, mobile TV will begin to take off in the next two years, and predicts that more than 10% of all U.S. mobile users will subscribe to mobile video services by 2009. Windows dominates...

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Global vendor strategies - 31/08/06

Microsoft will offer wireless products with the Xbox 360. First, introduction in Nov. of a Wireless Racing Wheel, then a wireless headset by year-end. Sony bought Grouper.com, the eight worldwide video on line player. Safran (Sagem/ Snecma) could sell...

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Fixed vendor strategies - 31/08/06

Motorola is reinforcing its commitment to WiMAX by announcing plans to develop mobile WiMAX chipsets. Cisco has signed a distribution deal with HP to incorporate Cisco's WiFi products in enterprise deployments. Redback claims it is N2 in the router market...

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Fixed orders - 31/08/06

Lucent has been selected by KPN to deploy and integrate its all-IP network. Lucent is the Prime Contractor, in charge of coordinationg up to 20 vendors. Huawei will build a pan-Asian digital information network for Telecommunication Cambodia. Siemens/EADS...

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Mobile orders - 31/08/06

Ericsson will deliver a softswitch and a GSM/GPRS radio access network for Vivo, Brazil. It will also provide an HSDPA upgrade, expand and modernize the existing network of Ireland's O2. Nokia signs a 3-year WCDMA 3G/HSPA radio and core network with Indonesia's...

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Vendor results - 31/08/06

ZTE reports 1H06 net profits of $44m, down 47%, on revenues of $1.3bn, of which about $819m in China (down 9%) and $500m in emerging countries. The 1H06 operating profit went down to 43% ($63.5m). LogicaCMG reported 1H06 revenues of €1.7bn, up 39%, while...

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Global operator strategies - 31/08/06

The Australian government plans to sell Telstra shares this year. FT is said to participate with some Spanish banks in funding up to 10% of a new Sonae bid. Portugal's Competition Authority (AdC) is expected to favorably rule by the end of the week onSonae's...

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