re: Tellabs Earnings Drop on AccessSince tellabs has proven they can't build new access products, the obvious strategy is acquisitions. Any insights into what start-ups might be on the radar for them?
re: Tellabs Earnings Drop on AccessOccam Networks would be an obvious one. They already have a joint venture and have a first office application at the likes of Embarq. I suspect if Embarq gives the go ahead, an acquisition would be very likely.
Occam has a retrofit solution for the AccessMax which is the old AFC platform so there should be a lot of synergies.
Also Fairpoint, which just bought 1.5mm lines from Verizon is a customer and large opportunity.
re: Tellabs Earnings Drop on AccessSynergies? Just because Occam threw together a retrofit for an AFC cabinet doesn't mean that the acquisition would work. Look at these earnings and you see what Tellabs did to AFC. They focused on the Big Dogs and ignored the companies that got AFC to where they were when they purchased them. I'm sure this isn't a surprise to the ex-AFC folks.
Occam has a retrofit solution for the AccessMax which is the old AFC platform so there should be a lot of synergies.
Also Fairpoint, which just bought 1.5mm lines from Verizon is a customer and large opportunity.