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Pete Baldwin 1/5/2013 | 2:03:41 AM
re: Google Sells Moto Home to Arris for $2.35B

So, Google got its asking price after all, and then some. First impression is that Arris, Pace and others must have wrangled it out.  Nice situation for Google, if that's the case.

abdullah 1/5/2013 | 2:03:39 AM
re: Google Sells Moto Home to Arris for $2.35B




The real jewel in all this is the PON business located in Lowell, MA.  Will be interesting to see how Arris integrates this into it's portfolio. It's a shame that Tellabs didn't snatch up this gem.




SabrinaChow 1/5/2013 | 2:03:38 AM
re: Google Sells Moto Home to Arris for $2.35B

It's clear that the video platforms were the main course in this deal.  The transaction is consistent with previous purchases like EGT, Digeo, and Bigband.  But there is a bunch of redundancy especially with respect to CCAP/next gen.  Homegrown E6, Bigband MSP, and now Moto VESP - they won't all coexist so it will be interesting to see what strategy takes hold.


And that strategy will be very important because ARRIS is losing CMTS market share; word is that they no longer have any C4 footprint at Charter and Cox.  Wonder if any other MSO's would follow suit.  The point is that selling new boxes when the old ones were removed is a tall order...


 


 

AESerm 1/5/2013 | 2:03:36 AM
re: Google Sells Moto Home to Arris for $2.35B

Thanks for shout out, Jeff. ARRS had smarts and ambition to match the Home assets. Seemed worth including in the list. Wondering now about GOOG's takeaway. Bought MOT for $13b, now less $2+b and the Home patents? They kept the Mobility patents? Did they get what they wanted?

Pete Baldwin 1/5/2013 | 2:03:34 AM
re: Google Sells Moto Home to Arris for $2.35B

Regarding the PON business, Tellabs would have been interesting but how much overlap would there have been? My PON history is a little rusty.


They were working on cable PON, IIRC, so maybe Arris can make some use of that.


Beyond cable PON, how well was the Motorola PON business really doing?

btierney 1/5/2013 | 2:03:34 AM
re: Google Sells Moto Home to Arris for $2.35B

Let me guess, you worked for Quantum Bridge.  Gem?  Yeah right.

Pete Baldwin 1/5/2013 | 2:03:33 AM
re: Google Sells Moto Home to Arris for $2.35B

>Having lived through it, Tellabs would be a terrible PON partner for the fMot buisness.  Heck they HAD a 90% market share inside Verizon and allowed that to fritter away


> What I would expect is any non-cable portions of the old Mot PON business get either shut down or sold.  But Mot had few customers for the business so it has almost no Telco value.


OK, that's what I thought.  Thanks, 7.

paolo.franzoi 1/5/2013 | 2:03:33 AM
re: Google Sells Moto Home to Arris for $2.35B

Craig,


Having lived through it, Tellabs would be a terrible PON partner for the fMot buisness.  Heck they HAD a 90% market share inside Verizon and allowed that to fritter away.


What I would expect is any non-cable portions of the old Mot PON business get either shut down or sold.  But Mot had few customers for the business so it has almost no Telco value.


seven


 

AESerm 1/5/2013 | 2:03:30 AM
re: Google Sells Moto Home to Arris for $2.35B

The strategy brains at Suwanee have already thought through some of this integration, I suspect, but it will be challenging, regardless of smooth integration spin. This is 3x bigger than C-COR, the deal that created a "cable gear giant" five years ago. Maybe market cap/value a better metric: ARRS was bigger than C-COR, whereas MOT is bigger (40%?) than ARRS. 

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