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Tellabs' customers are consolidating. Its competitors are consolidating. Its market cap is 4.65B -- So, yeah, I think it's possible.
And, as the story points out, Nortel isn't the only company in the hunt, so keep that in mind as we wait to see how NSN reacts.
wow. has it been that many? amazing.
Please don't buy us!
Access to bandwidth is good!
"re: "21 acquisitions in 10 years. Will this one be lucky for Nortel?"
Yes Nortel has made a lot of acquisitions, but so have a lot of other companies in their sector during those times. Yes it is nothing for Nortel to be proud of, but it was not a total loss, especially if one considers that these acquisitions were paid for mostly with highly inflated stock.
I feel 3 or 4 of those GÇ£21GÇ¥ acquisitions provided some good products that added to Nortel's bottom line. Not a great batting average I admit but better than some of the VCs that have gone by the wayside.
Those 3 or 4 successes were based on acquiring companies with a new product with little or no legacy support issues and not a whole company (okay maybe PEC Solutions is one that was okay) or companies with just chart-ware or companies with partially working prototypes.
Initially these successfully acquired products were left to the people that came with them to adapt fit into NortelGÇÖs product architecture and do the initial launch into NortelGÇÖs markets. Over time the people and the products became part of Nortel proper as more and more of Nortel's core infrastructure was used to get the product volume ramped and expand product sales. Note when I say GÇ£over timeGÇ¥, since where Nortel forced the issue they failed miserably GÇô I think there is no shortage of people who wonGÇÖt agree with me on that.
Now using the above criteria one can say the June 1998 acquisition of Bay Networks was one of these because of the 8600 and some of the enterprise switches Nortel gained, but I have to say the negatives aspects of that acquisition offset these and I would class is as a neutral acquisition.
So I hope Nortel thinks long and hard about what I wrote before looking at an M&A with Tellabs, especially since Tellabs products are not global and they have gaps in their access portfolio.
MrLight ..was in one of the 3 or 4