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Jeff Baumgartner
User Ranking
Thursday October 15, 2009 12:28:37 PM
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Will $3B be enough for Cisco to land Tandberg? Maybe not. A group of investors that collectively hold 24% of Tandberg have apparently rejected the deal , claiming the offer is too low.

Cisco's holding firm to a belief that the offered price is fair, but an analyst is telling Barron's that Cisco could clinch it by offering 10-15 percent more. JB

Craig Matsumoto
User Ranking
Friday October 2, 2009 12:25:37 PM
no ratings

I didn't realize this gives Cisco a leading market share in videoconferencing: over 40%, versus 34% for Polycom.  (That's from a Catherine Trebnick (Avian Securities) report, quoting Wainwright Research numbers.)  Nearly all of that 40% comes from Tandberg; Cisco is probably the "over" part.

That "increases the likelihood that HP goes after Polycom," Trebnick writes.

Was this really Cisco's first acquisition outside the U.S.?  Given that they've got a lot of offshore cash, people seem to be expecting more international acquisitions soon.



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