Welcome!

Mobile IoT Authors: Kevin Benedict, Peter Silva, David H Deans, Rich DeFabritus, Liz McMillan

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.

Contact Person:
Michael Thomas Smith
Marketing Coordinator
info@shinesrooms.com


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.

@ThingsExpo Stories
The security needs of IoT environments require a strong, proven approach to maintain security, trust and privacy in their ecosystem. Assurance and protection of device identity, secure data encryption and authentication are the key security challenges organizations are trying to address when integrating IoT devices. This holds true for IoT applications in a wide range of industries, for example, healthcare, consumer devices, and manufacturing. In his session at @ThingsExpo, Lancen LaChance, vic...
SYS-CON Events announced today that delaPlex will exhibit at SYS-CON's @CloudExpo, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. delaPlex pioneered Software Development as a Service (SDaaS), which provides scalable resources to build, test, and deploy software. It’s a fast and more reliable way to develop a new product or expand your in-house team.
The explosion of new web/cloud/IoT-based applications and the data they generate are transforming our world right before our eyes. In this rush to adopt these new technologies, organizations are often ignoring fundamental questions concerning who owns the data and failing to ask for permission to conduct invasive surveillance of their customers. Organizations that are not transparent about how their systems gather data telemetry without offering shared data ownership risk product rejection, regu...
More and more brands have jumped on the IoT bandwagon. We have an excess of wearables – activity trackers, smartwatches, smart glasses and sneakers, and more that track seemingly endless datapoints. However, most consumers have no idea what “IoT” means. Creating more wearables that track data shouldn't be the aim of brands; delivering meaningful, tangible relevance to their users should be. We're in a period in which the IoT pendulum is still swinging. Initially, it swung toward "smart for smart...
The Internet of Things can drive efficiency for airlines and airports. In their session at @ThingsExpo, Shyam Varan Nath, Principal Architect with GE, and Sudip Majumder, senior director of development at Oracle, discussed the technical details of the connected airline baggage and related social media solutions. These IoT applications will enhance travelers' journey experience and drive efficiency for the airlines and the airports.
In his keynote at @ThingsExpo, Chris Matthieu, Director of IoT Engineering at Citrix and co-founder and CTO of Octoblu, focused on building an IoT platform and company. He provided a behind-the-scenes look at Octoblu’s platform, business, and pivots along the way (including the Citrix acquisition of Octoblu).
SYS-CON Events announced today that CA Technologies has been named “Platinum Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY, and the 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. CA Technologies helps customers succeed in a future where every business – from apparel to energy – is being rewritten by software. From ...
In his keynote at 18th Cloud Expo, Andrew Keys, Co-Founder of ConsenSys Enterprise, provided an overview of the evolution of the Internet and the Database and the future of their combination – the Blockchain. Andrew Keys is Co-Founder of ConsenSys Enterprise. He comes to ConsenSys Enterprise with capital markets, technology and entrepreneurial experience. Previously, he worked for UBS investment bank in equities analysis. Later, he was responsible for the creation and distribution of life settle...
In his keynote at @ThingsExpo, Chris Matthieu, Director of IoT Engineering at Citrix and co-founder and CTO of Octoblu, focused on building an IoT platform and company. He provided a behind-the-scenes look at Octoblu’s platform, business, and pivots along the way (including the Citrix acquisition of Octoblu).
The best way to leverage your Cloud Expo presence as a sponsor and exhibitor is to plan your news announcements around our events. The press covering Cloud Expo and @ThingsExpo will have access to these releases and will amplify your news announcements. More than two dozen Cloud companies either set deals at our shows or have announced their mergers and acquisitions at Cloud Expo. Product announcements during our show provide your company with the most reach through our targeted audiences.
SYS-CON Events announced today that Outlyer, a monitoring service for DevOps and operations teams, has been named “Bronze Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Outlyer is a monitoring service for DevOps and Operations teams running Cloud, SaaS, Microservices and IoT deployments. Designed for today's dynamic environments that need beyond cloud-scale monitoring, we make monitoring effortless so you...
20th Cloud Expo, taking place June 6-8, 2017, at the Javits Center in New York City, NY, will feature technical sessions from a rock star conference faculty and the leading industry players in the world. Cloud computing is now being embraced by a majority of enterprises of all sizes. Yesterday's debate about public vs. private has transformed into the reality of hybrid cloud: a recent survey shows that 74% of enterprises have a hybrid cloud strategy.
Have you ever noticed how some IT people seem to lead successful, rewarding, and satisfying lives and careers, while others struggle? IT author and speaker Don Crawley uncovered the five principles that successful IT people use to build satisfying lives and careers and he shares them in this fast-paced, thought-provoking webinar. You'll learn the importance of striking a balance with technical skills and people skills, challenge your pre-existing ideas about IT customer service, and gain new in...
With major technology companies and startups seriously embracing Cloud strategies, now is the perfect time to attend @CloudExpo | @ThingsExpo, June 6-8, 2017, at the Javits Center in New York City, NY and October 31 - November 2, 2017, Santa Clara Convention Center, CA. Learn what is going on, contribute to the discussions, and ensure that your enterprise is on the right path to Digital Transformation.
With 10 simultaneous tracks, keynotes, general sessions and targeted breakout classes, Cloud Expo and @ThingsExpo are two of the most important technology events of the year. Since its launch over eight years ago, Cloud Expo and @ThingsExpo have presented a rock star faculty as well as showcased hundreds of sponsors and exhibitors! In this blog post, I provide 7 tips on how, as part of our world-class faculty, you can deliver one of the most popular sessions at our events. But before reading the...
Buzzword alert: Microservices and IoT at a DevOps conference? What could possibly go wrong? In this Power Panel at DevOps Summit, moderated by Jason Bloomberg, the leading expert on architecting agility for the enterprise and president of Intellyx, panelists peeled away the buzz and discuss the important architectural principles behind implementing IoT solutions for the enterprise. As remote IoT devices and sensors become increasingly intelligent, they become part of our distributed cloud enviro...
TechTarget storage websites are the best online information resource for news, tips and expert advice for the storage, backup and disaster recovery markets. By creating abundant, high-quality editorial content across more than 140 highly targeted technology-specific websites, TechTarget attracts and nurtures communities of technology buyers researching their companies' information technology needs. By understanding these buyers' content consumption behaviors, TechTarget creates the purchase inte...
Almost two-thirds of companies either have or soon will have IoT as the backbone of their business. Though, IoT is far more complex than most firms expected with a majority of IoT projects having failed. How can you not get trapped in the pitfalls? In his session at @ThingsExpo, Tony Shan, Chief IoTologist at Wipro, will introduce a holistic method of IoTification, which is the process of IoTifying the existing technology portfolios and business models to adopt and leverage IoT. He will delve in...
Who are you? How do you introduce yourself? Do you use a name, or do you greet a friend by the last four digits of his social security number? Assuming you don’t, why are we content to associate our identity with 10 random digits assigned by our phone company? Identity is an issue that affects everyone, but as individuals we don’t spend a lot of time thinking about it. In his session at @ThingsExpo, Ben Klang, Founder & President of Mojo Lingo, discussed the impact of technology on identity. Sho...
There are 66 million network cameras capturing terabytes of data. How did factories in Japan improve physical security at the facilities and improve employee productivity? Edge Computing reduces possible kilobytes of data collected per second to only a few kilobytes of data transmitted to the public cloud every day. Data is aggregated and analyzed close to sensors so only intelligent results need to be transmitted to the cloud. Non-essential data is recycled to optimize storage.