Who’s eating Cisco’s lunch? Alcatel-Lucent is!
Today while listening to Jim Cramer talk about Cisco’s results – Cramer is host of CNBC's Mad Money and a co-founder and chairman of TheStreet.com, Inc. – I was happy to hear him give credit to Alcatel-Lucent for the success we’ve achieved this year, much of it at Cisco’s expense. To quote him…”Their (Cisco) lunch is being eaten by Alcatel-Lucent.” Cisco’s sales and gross margins are down – switching by 12% and APAC down by 5%.
Yes, Alcatel-Lucent is growing at Cisco’s expense – and we have the numbers to prove it. ALU reported growth in revenue of almost 9% in Core Networking and Access segments, reflecting notably a strong performance in IP Platforms, IP Transport and Wireless.
Cramer contends that we’re beating Cisco in the data center business. Our Enterprise group is a big part of that growth too - just check out our details in a recent press release “Momentum continues in LAN, WLAN and Data Center switching markets,” where based on year-over-year information from three leading industry analyst firms, Alcatel-Lucent Enterprise outperformed the competition and continued to gain market share for three consecutive quarters.
In fact, ALU Enterprise beat Cisco in their home state of California when we won California State University, saving the state over $100 MILLION dollars compared to what it would have cost them had they gone with Cisco.
Now is a great time to check out what our customers have already discovered – that our data center solutions fit their needs. Our solutions are scalable and application fluent supporting the mobility and real-time demands that yesterday’s data center architectures aren’t able to handle. And, our data center SDN (software defined network) strategy is practical.
Alcatel-Lucent Enterprise is a world leader in communications and networking solutions for businesses of all sizes.
I think you’ll find something to suit your palate at Alcatel-Lucent!