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  • re: Alcatel-Lucent: do not Blame Ben Ray,I would say ALU is one of the worst in recognizing the change in the way products are bought and evolve. -???This leads them to massively over invest in products that are not winners and even too much follow on work on good products. -???Basically they still have an investment profile on products from 15 years ago.I am not sure that without a massive shakeup
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