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octopus
octopus
12/4/2012 | 10:44:25 PM
re: Marconi Tanks Big Time

Kangaroo wrote:

"Please note that the "win" that they had in Australia is Vendor Financed by Marconi."


I don't believe this is correct. What is your evidence?


Kangaroo
Kangaroo
12/4/2012 | 10:44:24 PM
re: Marconi Tanks Big Time

Octopus wrote
I don't believe this is correct. What is your evidence?

----------
I am not sure why you don't believe it, is because of Marconi's current financial position ?

Please also note that Marconi are providing Vendor Financing to a couple of startup Carriers in Australia. The other Carrier is TransACT www.transact.com.au




dragonghost
dragonghost
12/4/2012 | 10:44:20 PM
re: Marconi Tanks Big Time
Well what I know of it is this. The region I am in we had dedicated people for just our little group in this area. Now there is only two people, a salesperson and post sales technician. For an entire region that covers multiple states. Also they completly did away with all of there networking equipment (switches layer-2 and the smaller layer-3 switches) The only thing that they are focusing on is the backbone equipment. Well that is pretty much what fore was doing, but they migrated into other aspects of equipment and in my opionion got burned really bad. I am not really sure what to think. I know that the equipment that they sell is awesome and there support on there products is one of the best. So I think there biggest down fall is that of the business management and not the equipment. *DG*
melao
melao
12/4/2012 | 10:44:20 PM
re: Marconi Tanks Big Time
"Okay...so how would you dismember Marconi and who would buy the various bits?

Doesn't Marconi have quite a strong position in the SDH market? Aren't some other vendors (Ericsson?) selling Marconi SDH equipment?"

Even NT sells some Marconi Cross-Connect.
Stratos
Stratos
12/4/2012 | 10:44:19 PM
re: Marconi Tanks Big Time
Kangaroo,

you wrote:
> Please also note that Marconi are providing
> Vendor Financing to a couple of startup
> Carriers in Australia. The other Carrier is
> TransACT www.transact.com.au

you seem to be mixing truth and lies to create confusion. It is true that Marconi finances TransACT (Looking at the TransAct web page, Marconi is one of their shareholders) but there seems to be no evidence for Amcom.

As Octopus already asked:
What is your evidence?

S.
Daveman
Daveman
12/4/2012 | 10:44:15 PM
re: Marconi Tanks Big Time
At long last some of the consolidation in the telecom vendor space is starting to hit the top tier. You can slice and dice the leftovers anyway you want, I would bet that there will not be a surviving segment to this business 2 years from now. Those vendors with either a good turnaround plan in hand (Lucent) or plenty of cash (Cisco) will benefit widely when capex spending again frees up. There is plenty of ATM/FR/OPTICAL gear out there with Marconi logos which will not be allowed to exist in many networks once the development/support of these products go away. I'd say that this gives some life to the ATM business at Lucent and will offer a good opportunity for Cisco to enter the few RBOCs/ILECs/CLECs who have chosen Marconi... What will the affect be in Europe?
Kangaroo
Kangaroo
12/4/2012 | 10:44:09 PM
re: Marconi Tanks Big Time
Stratos Wrote

you seem to be mixing truth and lies to create confusion. It is true that Marconi finances TransACT (Looking at the TransAct web page, Marconi is one of their shareholders) but there seems to be no evidence for Amcom.

As Octopus already asked:
What is your evidence?
-------------

There is no confusion, I know what I am saying. Marconi provided Vendor Financing for the Australian deal to AMCOMIP1.

greybeard
greybeard
12/4/2012 | 10:44:04 PM
re: Marconi Tanks Big Time
> In hindsight, I wonder what would have happened
> if Robert Samson, Francois Bitz and the rest
> would have invested in FORE as a going
> concern...instead of cashing in.

Did they have that choice? I don't know the details in this case, but there are other cases where the management and technical leads wanted to stay independent, but their stockholders (frequently VCs) wanted to cash out.

I think that either Fore or Cascade would have done well if they had stayed independent -- if only because either could build a good ATM switch (until their lead engineers left), and the ATM market while a bit ill isn't quite dead yet.

There are multiple other large established companies who are probably in just as much trouble: They haven't maintained strong enough engineering to build a good enough product to beat the competitors. I have never understood why so many companies don't want to try to build the very best product possible, or think that they can do it without the best engineering team (how else are you going to survive in this market?).

If you want to try to build a simple product which is easy to ship quickly and thus just about equal to your 10 competitors, and if the product life is 2 or 3 years, how can this approach ever be profitable?
PhotonGolf
PhotonGolf
12/4/2012 | 10:44:03 PM
re: Marconi Tanks Big Time

How'd you like to be Bookham? By picking up the Marconi comps group, you've increased headcount to 850 with a guarantee stream of an extra $10M/quarter.

Unless .... :(

Maybe the booth was a little extravagent!

Let's see .. burning $10M/month ... $260M in the bank ... did $2M last quarter ... Oh no ...
broadbandboy
broadbandboy
12/4/2012 | 10:44:03 PM
re: Marconi Tanks Big Time
"In hindsight, I wonder what would have happened
if Robert Samson, Francois Bitz and the rest
would have invested in FORE as a going concern...instead of cashing in."

Yeah, what ever happened to Samson and Cooper and the rest of those Fore guys? Can't really blame them for cashing in. Anybody know what they are doing now?

BBboy
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