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Re: Is Alcatel-Lucent Just the Beginning?
by
Larry Borsato
Ah the dinosaurs of telecom aligning with each other. But bigger companies are rarely better companies. Cisco has always had much higher revenue per employee, and companies like Alcatel and Lucent are seeing shrinking revenue from big iron telecom equipment.
And then there are companies like Huawei who seem to be able to do everything they do, but for half the price.
Perhaps the big telecom companies are just facing extinction, and I'm willing to put money on the fact that any merger will result in restructuring with massive job loss.
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