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That's a dead company anyhow...
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Calix - yes, working their way through Nortel partner program for Sprint. They are a strong acquisition candidate for someone and best of the bunch - based on limited success with the IOCs. But their product is no where near ready for large account quality according to several major carrier lab trials. Biggest acquisition concerns include retention of the mgt team - same ones who bailed Cerent shortly after the acquisition, and employees who have endured 4 years of sheer hell and looking for a pay day and exit. Likely they have good reason to bail as all the tier 1 account lab trials indicate the product is no where near reliable enough to make it. And engineers love to clean up bad code you know... Russo has the pedal to the metal to generate bookings and revenues while sacrificing long term strategy. He is putting lipstick on this pig and hoping someone will write a check big enough to satisfy his ego. Prediction: sold to Ciena for $150M after Ciena walks out on Catena at the alter - see below.
Catena - great little SLC 5 retrofit card, but the new system BLC product is no where near ready or competitive - even 3 years after it was launched. Catena has zero significant customers for their system product for a reason. Prediction: Ciena takes them to the alter and bails after product diligence. Remaining SLC 5 line card biz sold to Adtran for $50M.
Occam - getting lots of attention from IOCs these days for great slidewear and trials. No they have to deliver and scale to carrier sized networks and traffic loads. Only a real lab trial by a big customer will whether they are for real of memorex. Prediction: Can't get revenues above $5M/qtr and are taken out by a public ethernet vendor who knows too little about the access network to see their limited capability - my guess is Extreme or Foundry or Riverstone - for $75M.
Zhone - nothing but a telecom junk yard dog here. 4 years and $500M have netted no measurable customer wins for new system BLC products (sorry, CLECs don't count any more Mory). Prediction: with $15M cash left, they burn through the remainder and fail to convince the VCs to fund Mory's failure any further. Chapter 11 baby. In a bizarre twist, Mory buys his own assets back for $200,000 , eliminates those pesky shareholders and starts it all over again.
Allied Telesyn - Group of enterprise data guys trying to build a carrier product. Their addressable domestic market is capped with the smallest, most experimental IOCs. Telesyn Japan takes 12 months to find the limits of the product and team before shutting it down.
Entrisphere - Great slidewear but no product (even announced!) yet. Horribly trailing their competition above in development. Even Fujitsu geniuses can figure this out. Prediction: gets a highly dillutive round in late '04 dependent on revenue milestones, but can't achieve and shut down in early '05.
It is too dangerous to acquitre VC funded companies as one is expected to pay much more than they are worth. Many prominent companies such as Lucent, Nortel,Cypress, Nokia, Alcatel, Siemens, Ciena and Motorola have tremendously suffered by their excessive acquision activitties
Calix (and the rest): All their customers know their investors are on the verge of throwing in the towel, but they can be used as an irritant for the major players to keep prices low. Always at the altar, never getting married. As long as the investors pony up, the Tier 1 boys will whisper sweet nothings, and buy as little as they can.
Any large aquirer is a competitor and has to believe for any of these guys going into Chpt 11 they get rid of an irritant and take over any business anyway, so why pay much of anything at all?
-Why
KPSmells -get lost ps\osting here.
Forget Rollostar they are run by Vinay Kumar - Indian. Your name and details are likely going to end somehwhere you do not to be plus all your compnaies information and products. This is just a front for a scam to sell other services.
Do not be fooled by this type of company.
Now that you have erased BMax, can you do the same for KPSmells - his postings are pure scam and lead readers to a website which is completely irrelevant.
ca