Comments on: Telecom Feeding Frenzy http://gigaom.com/2006/03/26/telecom-feeding-frenzy/ Trusted Insights and Conversations on the Next Wave of Technology Thu, 26 Nov 2009 06:47:41 +0000 http://wordpress.com/ hourly 1 By: Alcatel-Lucent Is Sign of an Industry-wide Malaise - GigaOM http://gigaom.com/2006/03/26/telecom-feeding-frenzy/#comment-891196 Alcatel-Lucent Is Sign of an Industry-wide Malaise - GigaOM Wed, 30 Jul 2008 05:33:42 +0000 http://gigaom.wordpress.com/2006/03/26/telecom-feeding-frenzy/#comment-891196 <p>[...] the time the deal was announced in April 2006, I had pointed out that the merger of Alcatel and Lucent was driven primarily by the [...]</p> [...] the time the deal was announced in April 2006, I had pointed out that the merger of Alcatel and Lucent was driven primarily by the [...]

]]> By: Matisse, An Optical Startup, Gets $45 Million « GigaOM http://gigaom.com/2006/03/26/telecom-feeding-frenzy/#comment-538133 Matisse, An Optical Startup, Gets $45 Million « GigaOM Mon, 10 Sep 2007 07:00:23 +0000 http://gigaom.wordpress.com/2006/03/26/telecom-feeding-frenzy/#comment-538133 <p>[...] to as “optical networking platforms.” With the consolidation in the carrier market, the equipment vendors find themselves on the back foot these days, often making deals that defy [...]</p> [...] to as “optical networking platforms.” With the consolidation in the carrier market, the equipment vendors find themselves on the back foot these days, often making deals that defy [...]

]]> By: Jesse Kopelman http://gigaom.com/2006/03/26/telecom-feeding-frenzy/#comment-46394 Jesse Kopelman Mon, 27 Mar 2006 22:41:31 +0000 http://gigaom.wordpress.com/2006/03/26/telecom-feeding-frenzy/#comment-46394 <p>Given all the accounting problems, you would have to be very brave, very foolish, or both to buy Nortel. This would be like MCK buying HBOC redux. </p> <p>How can Coburn say that Nortel is in good shape for making acquisitions? They only have $3B in cash and the stock is floundering.</p> Given all the accounting problems, you would have to be very brave, very foolish, or both to buy Nortel. This would be like MCK buying HBOC redux.

How can Coburn say that Nortel is in good shape for making acquisitions? They only have $3B in cash and the stock is floundering.

]]> By: rob http://gigaom.com/2006/03/26/telecom-feeding-frenzy/#comment-46393 rob Mon, 27 Mar 2006 16:01:09 +0000 http://gigaom.wordpress.com/2006/03/26/telecom-feeding-frenzy/#comment-46393 <p>i think that the best bet out there would be for cisco to buy nortel. why? nortel has an enormous installed base of pbx gear - both enterprise and carrier. the us federal government installed base is massive and the annual maintenance fees alone could make this a positive cash flow transaction - obviously depending on the price - quite quickly. </p> <p>cisco is treating voice as the "next next thing" since routing and switching are a) becoming a commodity because b) huwaei and others are aggressively driving prices down. voip is still in the hypergrowth stage and margins are high. buying nortel would simply allow cisco to milk those annual revenues and gradually replace the installed base over time. </p> <p>r.</p> i think that the best bet out there would be for cisco to buy nortel. why? nortel has an enormous installed base of pbx gear – both enterprise and carrier. the us federal government installed base is massive and the annual maintenance fees alone could make this a positive cash flow transaction – obviously depending on the price – quite quickly.

cisco is treating voice as the “next next thing” since routing and switching are a) becoming a commodity because b) huwaei and others are aggressively driving prices down. voip is still in the hypergrowth stage and margins are high. buying nortel would simply allow cisco to milk those annual revenues and gradually replace the installed base over time.

r.

]]> By: Om Malik http://gigaom.com/2006/03/26/telecom-feeding-frenzy/#comment-46392 Om Malik Mon, 27 Mar 2006 14:49:00 +0000 http://gigaom.wordpress.com/2006/03/26/telecom-feeding-frenzy/#comment-46392 <p>moo, </p> <p>i don't think the feds would be that upset. i think with big deals being approved left right and center, like AT&T/BellSouth, it would not be a problem in the US, though I bet the european regulators might have something to say about this.</p> moo,

i don’t think the feds would be that upset. i think with big deals being approved left right and center, like AT&T/BellSouth, it would not be a problem in the US, though I bet the european regulators might have something to say about this.

]]> By: moo http://gigaom.com/2006/03/26/telecom-feeding-frenzy/#comment-46391 moo Mon, 27 Mar 2006 06:18:17 +0000 http://gigaom.wordpress.com/2006/03/26/telecom-feeding-frenzy/#comment-46391 <p>if Cisco were to buy Motorola, they would be controlling a huge majority of the STB market. Wonder if the Feds would take that too kindly. The Ericsson-Juniper combine makes a lot more sense now. There was some rumor long back about Cisco buying Nokia. Maybe that wont be such a bad idea too.</p> if Cisco were to buy Motorola, they would be controlling a huge majority of the STB market. Wonder if the Feds would take that too kindly. The Ericsson-Juniper combine makes a lot more sense now. There was some rumor long back about Cisco buying Nokia. Maybe that wont be such a bad idea too.

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