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TN61
User Ranking
Thursday November 19, 2009 10:29:41 AM
no ratings
Ciena is known for purchasing companies and spending too much money to integrate into the Ciena World. Ciena has lost too much money over the last year to even consider such a purchase. They need to focus on their Carrier Ethernet Products and ensure they work with their current customers. Core Director is a dying product and Ciena is working hard to replace the product. If they could succeed, with the replacement it would be the first organic Ciena product. However, who are the committed customers? By committed, I mean who has put their money on the line for the product? Ciena has built its world around AT&T and they need to realize they have other clients; who depend on their Carrier Ethernet Products and not just Core Director. If Ciena is receiving financial guidance to purchase Nortel; they should rethink the purchase and the Ciena Board of Directors should rethink their Executive leaders. In today’s economy it is best to spend money on current development to ensure the current and future clients are happy and not purchase other companies during a fire sale.
brookseven
User Ranking
Wednesday October 7, 2009 10:21:00 PM
no ratings

olsen,

Just to be clear:

1 - The product overlap means you are going to try to shift customers from one product to another.  When you do this it gives a chance of re-bidding the equipment and losing the business.  So, short term or long overlap means lower revenue.

2 - More layoffs mean higher acquisition costs.  Integration is likely to cost more as well.

seven

 

olsen
User Ranking
Wednesday October 7, 2009 7:54:00 PM
no ratings

Valid points.

1 - So I guess you have to give it time, and prove that you have a long time strategy with your acqusition/merger, "ignoring" the short time effect vs. stock price/owners.

2 - So I guess you have to be honest and responsible for your actions.

brookseven
User Ranking
Wednesday October 7, 2009 7:50:36 PM
no ratings

There are two main reasons:

1 - The revenue is likely not completely additive

2 - You will have to lay off more people

seven

olsen
User Ranking
Wednesday October 7, 2009 7:20:45 PM
no ratings

I dont't get it when companies push the "no overlap" point when they announce acquisitions/mergers. The industry needs to consolidate, and they must eliminate competing product lines, and as a single entity push the best technology towards a broader customer base. Just reducing head count at the top won't cut it.



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