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November 12, 2013

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Frost & Sullivan

Research Director

Information & Communications



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Blog Posts Posted on
Dec 30, 2015


Viewing 21 to 22 (22 Total)
ALU-Enterprise Receives a Financial Boost from a Private Investor

Alcatel Lucent to sell enterprise unit to China Huaxin
As the enterprise communications market grinds to a halt with premises-based solution sales declining and hosted/cloud solutions only slowly picking up, it becomes increasingly challenging for vendors to grow and remain profitable. Large resources and significant investments in R&D are needed in order to remain competitive and capitalize on growth opportunities in new markets.

Industry pundits expect a major shakeout in the enterprise communications competitive landscape in the coming years and many are betting on a future dominance of Cisco and Microsoft. It doesn't seem like the rest of the vendors will give up so easily, though.

Alcatel-Lucent recently reported slight growth in 2013 and significantly improved margins. The Enterprise unit did not fair so well and reported a slight decline in revenues, but it also boasted improved margins. Acknowledging the challenges in todays' enterprise data networking and communications markets, Alcatel-Lucent's Enterprise unit sought external financing sources and was able to forge a partnership with Chinese investor Huaxin. This partnership is expected to help Alcatel-Lucent's Enterprise division to invest in growth areas and potentially double the size of the business over the next 5 years.

Will Alcatel-Lucent remain one of the top players in enterprise communications as the market evolves towards hosted/cloud solutions and the competitive landscape consolidates?

Posted on February 12, 2014 at 10:20 AM
Re: Latest Devices Point to Larger Form Factors - Is bigger better?

I am strongly convinced that people will continue to use multiple communications devices forever. I remember someone drawing a parallel with the modern kitchen. You can cook pretty much everything on the stove or in the traditional oven, but you would still get a toaster, a micro-wave oven, a bread machine and even a waffle maker smiling Similarly, people would continue to use desktop PCs for most of their office work and some of their communications needs (e.g., email) most of the time (specifially, when they are at their desks). When travelling, smartphones and tablets will provide a convenient alternative for access to communications and collaboration appliations, as well as for quick review of various types of content. Screen size will determine what you choose to do on which device. Frankly, I do not see how you can have a high-quality business video call using a regular smartphone. A device with a larger screen can provide a much more enjoyable experience. On the other hand, why would you use a tablet for your audio calls if the smartphone is so much more convenient to hold and provides better audio quality as it uses the cellular network (and most business users can afford plans that cover a large amout of domestic long-distance calling). The opportunity for vendors is in integrating all the different devices and applications and enabling users to more effectively and securely manage their communications, collaboration and content devices and applications.

Posted on January 15, 2014 at 2:22 PM
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