ALU가 3분기에 저조한 실적을 내놨군요.
장비업체가 상당한 고전을 겪고 있습니다.
New York Times 기사로서 10월 30일에 나온 기사입니다.
================================================================================
BERLIN — Alcatel-Lucent, the troubled French-American telecommunications equipment maker, said Friday that its third-quarter loss more than quadrupled to 182 million euros, or $271 million, from a year earlier as demand fell for older-generation wireless network gear.
Ben Verwaayen, Alcatel's chief executive, said the company was signing key contracts to sell next-generation technology.
Shares of the Paris-based equipment maker, created by the November 2006 merger of France’s Alcatel and Murray Hill, New Jersey-based Lucent Technologies, fell 5 percent in morning trading. The loss, which followed a 14 million euro profit in the second quarter, dashed hopes of a sustained recovery.
“These numbers are disappointing,” said Vincent Maulay, an analyst at Oddo Securities in Paris. “They were less than what we were expecting. I think it is premature to say Alcatel-Lucent has turned the corner.”
The quarterly loss ballooned from a 40 million euro loss in the third quarter of 2008.
Since the merger, Alcatel-Lucent has reported combined losses of more than 8 billion euros amid the global slowdown and competition from low-cost Chinese competitors Huawei and ZTE. In February, Alcatel-Lucent took a record 3.9 billion euro write-down, acknowledging the shrunken market value of its business.
Ben Verwaayen, the Alcatel-Lucent chief executive, said that despite the latest loss, the company was on target to cut its operating costs by 750 million euros this year. Mr. Verwaayen pointed to recently signed contracts with Qwest, France Telecom, Telefonica and Abu Dhabi-based operator Etisalat as signs of a turnaround.
Many of the contracts, Mr. Verwaayen said, were for trials of equipment based on LTE, or Long Term Evolution, the upcoming generation of super high-speed wireless networks that are currently being tested around the world.
Alcatel-Lucent has LTE trials with 16 operators, Mr. Verwaayen said, which could lead to lucrative sales of software and gear.
“Our company continues its transformation journey,” Mr. Verwaayen said. “This quarter demonstrates both the relevance of our strategy through key customer wins and our capacity to consistently execute our plans with significant operational progress.”
The new contracts, though, are not yet offsetting the decline in sales of second-generation wireless equipment based on the GSM and CDMA standards, Alcatel and Lucent’s former strengths. Sales of those products continued to fall in the third quarter as operators upgraded to faster, third-generation networks.
In the third quarter, Alcatel-Lucent’s sales fell 9.3 percent to 3.7 billion euros from 4.1 billion euros a year earlier.
The company’s financial results, which since the merger have been reported in euros, were weighed down by the weak U.S. dollar. North America accounts for about a third of Alcatel-Lucent’s total sales.
Excluding currency fluctuations, Alcatel-Lucent’s sales fell by 3.5 percent from the second quarter. The decline was less than the 11 percent third-quarter drop reported by Ericsson, the global market leader, and the 14 percent reduction by Nokia Siemens Networks, the Finnish-German joint venture.
Sales in North America rose 5.7 percent in the quarter to 1.22 billion euros from 1.15 billion euros a year earlier. Sales were unchanged in Asia, while falling 14.3 percent in Europe, and 32 percent in the rest of the world.
댓글 없음:
댓글 쓰기