Alcatel-Lucent, Foundry and Qwest gain in the Lighthouse Telecoms Index

The most high profile gainer of analyst focus in this month’s edition of the Lighthouse Telecoms Index is Alcatel-Lucent. The firm appears to be expanding its operations base in multiple geographical regions including Asia, Africa and Europe. The result is reflected in excellent second quarter 2007 results and has earned the company an improvement of 6 positions in the Lighthouse Telecoms Index.

Foundry Networks, with its newly released BigIron RX-32 Ethernet switch, has also gained 6 positions. Qwest, which has deployed new optical technology in its US network has also gained 4 positions and has entered the top 25.

Brocade has shown the biggest decline this month as the firm has fallen 7 spots to the 33rd spot. This has been despite the launch of a new high performance switch and opening of a new R&D Center in Bangalore. Hopefully analysts will soon pick up these news and the resulting focus will lift the firm back.

Ericsson, which had gained 5 and 2 positions respectively in the June and July editions of the Lighthouse Telecoms Index, has dropped by 2 spots this month and is now at a still-respectable 4th spot. 3Com, which had resumed its long-term declining trend in June, has lost another 2 positions and is now out of the top 25.

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Duncan Chapple