Missed revenue goals, thousands of job cuts and executive departures are making Alcatel-Lucent a very easy target. One analyst has compared the company to no less than Britney Spears, such is the ignominy of the company’s slide.
Yet, there’s not much more for Alca-Lu to do at this point than forge ahead, make more cuts if necessary and try hard–really hard this time–to figure out what carriers will actually spend on network gear in the near future. Some might call the Alcatel-Lucent merger a mistake, but until some giant telco says it would rather deal with mom-and-pop shops than international conglomerates that can meet their scalability requirements, this is a deal you won’t see undone.