On Wednesday, Alcatel-Lucent announced “The Shift Plan” detailing its strategy to transform the company from a telecom equipment generalist to a specialist in IP Networking and Ultra-Broadband Access. Alcatel-Lucent intends to focus on FDD and TDD LTE overlay equipment by building on its strong footprint in North America, China, and France. By focusing on these markets and leveraging selective opportunities for revenue in other markets with LTE and small cells, Alcatel-Lucent has basically announced its exit from the 2G and probably also the 3G market.
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