lightminded 12/5/2012 | 3:07:49 PM
re: Should Nortel Buy Avaya? OMG, mash up is right. Given Nortel's generally poor record with MA, Cisco couldn't ask for a better scenario. I'm sure "on paper" this looks great! What a novel thought, a troubled foreign tech company merges with a legacy union shop out of NJ. Similar cultures, no overlap in product lines, happy smiling customers and stockholders! Why hasn't anyone else thought of this?
Stevery 12/5/2012 | 3:07:49 PM
re: Should Nortel Buy Avaya? On the plus side, avaya + nortel cultures are a much better phase match than avaya + csco.
madhavia 12/5/2012 | 3:07:47 PM
re: Should Nortel Buy Avaya? Juniper is desperate to get in to the enterprise market. So Juniper should buy Avaya to get into VOIP market and then they can bundle Netscreen security boxes and network switches (if they are ready) as a packaged deal to the customer.

Nortel is a wrong choice because Nortel eventually will loose the market share they gain with this purchase. The reason is they don't have any thing else to bundle with VOIP to sell to the customer. Bundling many features is the main reason why CISCO rules the enterprize market.
donniall 12/5/2012 | 3:07:47 PM
re: Should Nortel Buy Avaya? Norvaya!! Interesting name ....! It does sound a small bit like some medication for Erectile Dysfunction .... Maybe that just about says it all (lol)
Mark Sebastyn 12/5/2012 | 3:07:45 PM
re: Should Nortel Buy Avaya? Wouldn't it make more sense for Nortel to buy Mitel?
High-Tide 12/5/2012 | 3:07:44 PM
re: Should Nortel Buy Avaya? Nortel doesn't need telephony technology from Avaya or Mitel, in my opinion. The obvious benefit in such a deal would be a gain in market share, and perhaps denying a competitor the opportunity.

A more interesting question is why Avaya feels the need to sell itself? They are profitable, and their product line is mature. Analysts have mentioned a possible reason being the variability in earnings - there must be another reason - but it's lost on me. Is paying the ultimate sacrifice justified to deliver shareholder value? Personally, I think not, as there are employees to consider, not to mention customers.

It seems consolidation is bound to occur, sooner or later, but I never expected Avaya to go this route.

litedope 12/5/2012 | 3:07:42 PM
re: Should Nortel Buy Avaya? It might be a NortelGÇÖs call. And if consolidation is the way to go, merging into Nortel might be the safest (if not best) amongst all possible routes.
Pete Baldwin 12/5/2012 | 3:07:42 PM
re: Should Nortel Buy Avaya? Good discussion, everyone.

We've put up a poll asking who ought to buy Avaya. Chime in, be heard:


Let's just say Nortel isn't the front-runner.
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