NSA Action is Helping Alcatel-Lucent at the Cost of an American Company

When this story about the NSA bugging the products of Cisco Systems (Nasdaq: CSCO) came out in mid-May, it caught my attention because of my regular coverage of Cisco’s rival, Alcatel-Lucent (NYSE: ALU). I expect Alcatel-Lucent to benefit greatly in the months and years ahead, but this revelation about the NSA is something that appears investors are not paying enough attention to yet. I’m relatively certain, global buyers of network gear have a different perspective. Wouldn’t you agree that global buyers of gear, especially those sensitive to privacy, will be more likely to turn to the French based Alcatel-Lucent now, or the Sweden based Ericsson (Nasdaq: ERIC)? For my entire report on this subject, please see NSA Revelation to Drive Alcatel-Lucent Surge.