Cisco Should Pick Off Alcatel-Lucent

The cloud market expected to grow to $177 billion over the next three years so it would be foolish for Cisco to not consider acquiring Alcatel-Lucent at a time when ALU shares can be had for pennies on the dollar. For that same reason, it would also be foolish for investors not to consider ALU.

>>Read "Three Dividend Stocks to Consider" on TheStreet

Although carrier spending has yet to fully recover, industry experts believe an increase in demand is imminent, although to what extent remains to be seen. But 2013 can't possibly be worse. This was precisely what Oracle was thinking.

At the time of publication the author had no position in any of the stocks mentioned.

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This article was written by an independent contributor, separate from TheStreet's regular news coverage.

Richard Saintvilus is a private investor with an information technology and engineering background and has been investing and trading for over 15 years. He employs conservative strategies in assessing equities and appraising value while minimizing downside risk. His decisions are based in part on management, growth prospects, return on equity and price-to-earnings as well as macroeconomic factors. He is an investor who seeks opportunities whether on the long or short side and believes in changing positions as information changes.

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