Waiting for a true, sustained recovery in carrier spending is starting
to feel like waiting for Godot. Although there have been a few bright
spots this quarter, Juniper (JNPR) and Ericsson (ERIC), even those are "yeah, but..." stories. With Alcatel-Lucent (ALU) it's even worse, as the company is falling short not only in sales, but may also be losing hard-won margin leverage.
Read more here:
Alcatel-Lucent: Still Building On Loose Sand
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