Lucent and Alcatel are discussing a merger of equals. They tried this 5 years ago and failed. They may well do so now as well, even though they probably both need it more than last time round. Carriers want fewer and fewer strategic suppliers and stiff competition from Ericsson, Nokia, plus a slew of Chinese and Asian players makes the move a necessary one.
But, one frought with risk. For merger's of equals are so hard to pull off - all those corporate ego's clash like Luke SkyWalker and Darth Vador. And this one would bring together the US and France (!!) in a huge trans-Atlantic alliance.
I would have thought that the risk may even be worth taking - given how the industry is shaping. And it would create the undisputed No1 player. I'm just glad I'm not one of the two companies shareholders!
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