Click here to close now.

Welcome!

@CloudExpo Authors: Jason Bloomberg, Carmen Gonzalez, Elizabeth White, Plutora Blog, Bart Copeland

News Feed Item

Alcatel and Ericsson Set to Lead Communication Equipment Industry Comeback

The ShinesRooms.com Provides Stock Research on Alcatel-Lucent and Ericsson

NEW YORK, NY -- (Marketwire) -- 01/04/13 -- The communication equipment industry looks poised for a bounceback year as several factors begin to align in its favor. Increased mobile data volumes, better capital spending outlooks, an improved macroeconomic environment and ongoing restructuring efforts are a few of the reasons why investors are taking a closer look at the industry now. Macroeconomic uncertainty, challenging pricing conditions, fluctuating demand and strong competition will still act as headwinds but do not appear sufficient to stall the industry's momentum.

Access our free reports on Alcatel-Lucent and Ericsson. Traders can also connect to our Wall Street Trading Floor where our research desk and market pros are standing between 8:50 am to 4:15 pm ET at
http://www.ShinesRooms.com/ALU010413.pdf
http://www.ShinesRooms.com/ERIC010413.pdf

Surging mobile data demand will likely be a key driver for growth for communication equipment providers in 2013. The increase in data usage appears primarily as a result of better tablet device sales as well as smartphone penetration crossing over the 60% threshold in major global markets. As data volumes expand, telecommunication providers respond by ramping up their capital expenditures on equipment upgrades, overhauls and capability increases. It will be most interesting to see how much demand will stem from the tablet space. Unlike smartphone owners, tablet users are far less compelled to purchase set data plans but are often more likely to latch onto nearby wireless hotspots. Still, companies like Alcatel-Lucent S.A (NASDAQ: ALU) and Ericsson (NASDAQ: ERIC), that operate at all levels of the wireless market, should still be able to capitalize on increased data demand from tablets as well as phones.

The growing cloud market is a further reflection of greater data demand. The cloud market is getting increasingly crowded and competitive though. As competition mounts, a greater premium has been placed on value and innovation. Alcatel-Lucent will be showcasing a dozen new cloud-based service concepts at the 2013 Consumer Electronics Show (CES), raising optimism that it may become a stronger player in the space. Much of Alcatel-Lucent's competition will come from Ericsson which operates in similar markets. Like Alcatel, Ericsson is at the forefront of innovation and also has a strong presence at this year's CES. Ericsson's hetnet solution is a particularly imposing threat to other industry players and its success will be worth tracking this year for investors in the communications equipment industry.

Companies are also efficiently adjusting after a challenging environment throughout much of 2012. The latest moves from Alcatel-Lucent illustrate the positive effect restructuring, paying down debt and divesting non-essential assets can have on the investing public. Optimism for the telecom outfit began to sway in the middle of December when it reached a refinancing agreement with Goldman Sachs and Credit Suisse to the tune of $2.1 billion. The company said that it planned to put the money towards debts maturing soon and towards its restructuring efforts. The company has also done an admirable job of shedding non-core assets to improve margins and efficiency. If it can successfully sell off its underwater cable-laying vessels, margins may improve even more. It will certainly still face challenges in the near-term but the company has certainly laid the groundwork to perform well this year considering current economic conditions.

Uneven demand in the U.S., weak economic growth in Europe and a slowdown in China will be some of the biggest of these challenges. Weak economic growth in Europe will especially affect France-based Alcatel and Sweden-headquartered Ericsson. Fortunately, both companies have considerable global operations that appear capable of offsetting domestic economic weakness.

Moving forward, communication equipment providers' prospects have definitely brightened in recent weeks but significant gains may still be challenging. Investors will want to look closely at companies improving operating efficiency while still focusing on innovation and staving off competitive threats. No indications of a slowing of mobile data demand will likely be the biggest growth proponent for the industry. If macroeconomic conditions improve in China and Europe while stabilizing in the U.S., even further gains may be within reach.

About Shinesrooms.com
ShinesRooms.com is the brainchild of David Shine, a 13 year Wall Street veteran with a stellar track record. For 13 years Shine has trained thousands of traders to navigate and profit from the markets. Using cutting edge technology, Shine provides you with a community in which you can trade alongside Shine and his Team as they guide you through the market's ever-changing landscape. ShinesRooms.com is the Ultimate Trading Environment for investors. Over the last 5 years our returns outpaced any of the major indexes. Sign up today to find out what you are missing. www.ShinesRooms.com

To view our disclaimer, visit this link http://www.shinesrooms.com/disclaimer.html.

More Stories By Marketwired .

Copyright © 2009 Marketwired. All rights reserved. All the news releases provided by Marketwired are copyrighted. Any forms of copying other than an individual user's personal reference without express written permission is prohibited. Further distribution of these materials is strictly forbidden, including but not limited to, posting, emailing, faxing, archiving in a public database, redistributing via a computer network or in a printed form.

@CloudExpo Stories
Live Webinar with 451 Research Analyst Peter Christy. Join us on Wednesday July 22, 2015, at 10 am PT / 1 pm ET In a world where users are on the Internet and the applications are in the cloud, how do you maintain your historic SLA with your users? Peter Christy, Research Director, Networks at 451 Research, will discuss this new network paradigm, one in which there is no LAN and no WAN, and discuss what users and network administrators gain and give up when migrating to the agile world of clo...
DevOps Summit, taking place Nov 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 17th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The widespread success of cloud computing is driving the DevOps revolution in enterprise IT. Now as never before, development teams must communicate and collaborate in a dynamic, 24/7/365 environment. There is no time to wait for long development...
DevOps is about increasing efficiency, but nothing is more inefficient than building the same application twice. However, this is a routine occurrence with enterprise applications that need both a rich desktop web interface and strong mobile support. With recent technological advances from Isomorphic Software and others, it is now feasible to create a rich desktop and tuned mobile experience with a single codebase, without compromising performance or usability.
Containers are revolutionizing the way we deploy and maintain our infrastructures, but monitoring and troubleshooting in a containerized environment can still be painful and impractical. Understanding even basic resource usage is difficult – let alone tracking network connections or malicious activity. In his session at DevOps Summit, Gianluca Borello, Sr. Software Engineer at Sysdig, will cover the current state of the art for container monitoring and visibility, including pros / cons and liv...
SYS-CON Media announced today that CloudBees, the Jenkins Enterprise company, has launched ad campaigns on SYS-CON's DevOps Journal. CloudBees' campaigns focus on the business value of Continuous Delivery and how it has been recognized as a game changer for IT and is now a top priority for organizations, and the best ways to optimize Jenkins to ensure your continuous integration environment is optimally configured.
The 4th International Internet of @ThingsExpo, co-located with the 17th International Cloud Expo - to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA - announces that its Call for Papers is open. The Internet of Things (IoT) is the biggest idea since the creation of the Worldwide Web more than
SYS-CON Events announced today that ProfitBricks, the provider of painless cloud infrastructure, will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. ProfitBricks is the IaaS provider that offers a painless cloud experience for all IT users, with no learning curve. ProfitBricks boasts flexible cloud servers and networking, an integrated Data Center Designer tool for visual control over the...
The most often asked question post-DevOps introduction is: “How do I get started?” There’s plenty of information on why DevOps is valid and important, but many managers still struggle with simple basics for how to initiate a DevOps program in their business. They struggle with issues related to current organizational inertia, the lack of experience on Continuous Integration/Delivery, understanding where DevOps will affect revenue and budget, etc. In their session at DevOps Summit, JP Morgenthal...
"We provide a web application framework for building really sophisticated web applications that run on a browser without any installation need so we get used for biotech, defense, and banking applications," noted Charles Kendrick, CTO and Chief Architect at Isomorphic Software, in this SYS-CON.tv interview at @DevOpsSummit (http://DevOpsSummit.SYS-CON.com), held June 9-11, 2015, at the Javits Center in New York
"Plutora provides release and testing environment capabilities to the enterprise," explained Dalibor Siroky, Director and Co-founder of Plutora, in this SYS-CON.tv interview at @DevOpsSummit, held June 9-11, 2015, at the Javits Center in New York City.
DevOps tends to focus on the relationship between Dev and Ops, putting an emphasis on the ops and application infrastructure. But that’s changing with microservices architectures. In her session at DevOps Summit, Lori MacVittie, Evangelist for F5 Networks, will focus on how microservices are changing the underlying architectures needed to scale, secure and deliver applications based on highly distributed (micro) services and why that means an expansion into “the network” for DevOps.
"The idea of polyglot persistence is you have to apply the right database for the job - you always have to have many different databases in play. We offer that whole system as a service," explained Raj Singh, Developer Advocate for IBM Cloud Data Services, in this SYS-CON.tv interview at 16th Cloud Expo, held June 9-11, 2015, at the Javits Center in New York City.
In his session at 16th Cloud Expo, Simone Brunozzi, VP and Chief Technologist of Cloud Services at VMware, reviewed the changes that the cloud computing industry has gone through over the last five years and shared insights into what the next five will bring. He also chronicled the challenges enterprise companies are facing as they move to the public cloud. He delved into the "Hybrid Cloud" space and explained why every CIO should consider ‘hybrid cloud' as part of their future strategy to achie...
SYS-CON Events announced today that WHOA.com, an ISO 27001 Certified secure cloud computing company, participated as “Bronze Sponsor” of SYS-CON's 16th International Cloud Expo® New York, which took place June 9-11, 2015, at the Javits Center in New York City, NY. WHOA.com is a leader in next-generation, ISO 27001 Certified secure cloud solutions. WHOA.com offers a comprehensive portfolio of best-in-class cloud services for business including Infrastructure as a Service (IaaS), Secure Cloud Desk...
SYS-CON Events announced today that Intelligent Systems Services will exhibit at the 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Established in 1994, Intelligent Systems Services Inc. is located near Washington, DC, with representatives and partners nationwide. ISS’s well-established track record is based on the continuous pursuit of excellence in designing, implementing and supporting nationwide clients’ ...
The Internet of Things is not only adding billions of sensors and billions of terabytes to the Internet. It is also forcing a fundamental change in the way we envision Information Technology. For the first time, more data is being created by devices at the edge of the Internet rather than from centralized systems. What does this mean for today's IT professional? In this Power Panel at @ThingsExpo, moderated by Conference Chair Roger Strukhoff, panelists addressed this very serious issue of pro...
With major technology companies and startups seriously embracing IoT strategies, now is the perfect time to attend @ThingsExpo in Silicon Valley. Learn what is going on, contribute to the discussions, and ensure that your enterprise is as "IoT-Ready" as it can be! Internet of @ThingsExpo, taking place Nov 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 17th Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading in...
SYS-CON Events announced today that MangoApps will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. MangoApps provides private all-in-one social intranets allowing workers to securely collaborate from anywhere in the world and from any device. Social, mobile, and easy to use. MangoApps has been named a "Market Leader" by Ovum Research and a "Cool Vendor" by Gartner. 20,000+ business custome...
IT data is typically silo'd by the various tools in place. Unifying all the log, metric and event data in one analytics platform stops finger pointing and provides the end-to-end correlation. Logs, metrics and custom event data can be joined to tell the holistic story of your software and operations. For example, users can correlate code deploys to system performance to application error codes. In his session at DevOps Summit, Michael Demmer, VP of Engineering at Jut, will discuss how this can...
SYS-CON Events announced today that kintone has been named “Bronze Sponsor” of SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. kintone promotes cloud-based workgroup productivity, transparency and profitability with a seamless collaboration space, build your own business application (BYOA) platform, and workflow automation system.