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USA 12/4/2012 | 7:30:12 PM
re: Tellabs Nabs Ocular Looks like Tellabs got sucker punched one more time (remember NetCorSys?)

I can't believe the idiots who are making the M&A decisions still have jobs. Ocular??? Must be the Chris Roller connection...

Yes, I am a shareholder and pretty upset with the stupid moves this company has made (Future Networks, Salix, etc). Time to sell short.
stuartb 12/4/2012 | 7:30:10 PM
re: Tellabs Nabs Ocular Ocular was built to be acquired. They still have the same challenge in front of them though (as all other God-Boxes do)... executing on their complex technology strategy.

Being acquired by Tellabs will probably make that task a bit more difficult (brand new agendas will now be forced on them). Hopefully Tellabs has learned from their many acquisition mistakes of the past.

-Stu
optics_guy 12/4/2012 | 7:30:09 PM
re: Tellabs Nabs Ocular USA - as a former shareholder, I can honestly say that I feel your pain. Rest assured that this is a curable disease however :) Even though I am cured, I will still empathize with you when Tellabs builds these guys a brand new building, upon completion of which they will cancel the product and close the building - taking a $400 million dollar write-down in a single quarter.......

I don't feel qualified to make a statement about the viability of Ocular's product, but I can say with confidence that now matter how good it is, Tellabs will find a way to chase away all the designers and screw it up.
froggy 12/4/2012 | 7:30:08 PM
re: Tellabs Nabs Ocular I share some of the shareholders concerns,what makes me more confident though is that this product will sold instead of selling TITAN (as opposed to the BS given in the conference call). There is no complementarity of products, TLABS screwed up and now they have to buy someone whose only value proposition is to have built a denser SONET cross-connect.
Good luck to the Ocular team, pockets full of cash will go a long way in helping them support the TLABS politics.
light_geeking 12/4/2012 | 7:30:07 PM
re: Tellabs Nabs Ocular stuartb,

I agree God-Boxes are more complex depending on what functionality they provide. But lets look at some potential advantages of the acquisition:
- Removing the competitive threat to existing tlab business
- Increase the tlab addressable market by few billions for a "song and dance' price (contrast with multiple billion dollar acquisitions of Cyras by Ciena, Sirroco by Sycamore, Chromatis by Lucent and Cerent by Cisco)
- At 14 times the density of Cerent, 7 times the density of Cyras, this box can kick some serious butt
- Also, Ocular architecture seems to be quite intersting where "switch" slots are minimized and revenue generating "port" slots are maximized to allow changing traffic mix while maximizing revenue generating capacity without significant footprint penalty

And I have heard that Ocular gear is in some tier 1 networks already, thus mitigating the implementation/execution risks.


I think if the aquisition team at tlab has done the homework right, then this acquisition may turn out to be a good winner.

cheers
lg
light_geeking 12/4/2012 | 7:30:07 PM
re: Tellabs Nabs Ocular stuartb,
I agree God-Boxes are more complex depending on what functionality they provide. But lets look at some potential advantages of the acquisition:
- Removing the competitive threat to existing tlab business
- Increase the tlab addressable market by few billions for a "song and dance' price (contrast with multiple billion dollar acquisitions of Cyras by Ciena, Sirroco by Sycamore, Chromatis by Lucent and Cerent by Cisco)
- At 14 times the density of cerent, 7 times the density of Cyras, this box can kick some serious butt

And I have heard that Ocular gear is in some tier 1 networks already, thus mitigating the implementation/execution risks.


I think if the aquisition team at tlab has done the homework right, then this acquisition may turn out to be a good winner.

cheers
lg
light_geeking 12/4/2012 | 7:30:07 PM
re: Tellabs Nabs Ocular stuartb,
I agree God-Boxes are more complex depending on what functionality they provide. But lets look at some potential advantages of the acquisition:
- Removing the competitive threat to existing tlab business
- Increase the tlab addressable market by few billions for a "song and dance' price (contrast with multiple billion dollar acquisitions of Cyras by Ciena, Sirroco by Sycamore, Chromatis by Lucent and cerent by cisco)
- At 14 times the density of cerent, 7 times the density of Cyras, this box can kick some serious butt

I think if the aquisition team at tlab has done the homework right, then this acquisition may turn out to be a good winner.

cheers
lg
light_geeking 12/4/2012 | 7:30:07 PM
re: Tellabs Nabs Ocular stuartb,
I agree God-Boxes are more complex depending on what functionality they provide. But lets look at some potential advantages of the acquisition:
- Removing the competitive threat to existing tlab business
- Increase the tlab addressable market by few billions for a "song and dance' price (contrast with multiple billion dollar acquisitions of Sirroco by Sycamore and Chromatis by Lucent and cerent by cisco)

I think if the aquisition team at tlab has done the homework right, then this acquisition may turn out to be a good winner.

cheers
lg
light_geeking 12/4/2012 | 7:30:06 PM
re: Tellabs Nabs Ocular stuartb,

I agree God-Boxes are more complex depending on what functionality they provide. But lets look at some potential advantages of the acquisition:

- Removing the competitive threat to existing tlab business
- Increase the tlab addressable market by few billions for a "song and dance' price (contrast with multiple billion dollar acquisitions of Cyras by Ciena, Sirroco by Sycamore, Chromatis by Lucent and Cerent by Cisco)
- At 14 times the density of Cerent, 7 times the density of Cyras, this box can kick some serious butt
- Also, Ocular architecture seems to be quite interesting where "switch" slots are minimized and revenue generating "port" slots are maximized to allow changing traffic mix while maximizing revenue generating capacity without significant footprint penalty

And I have heard that Ocular gear is in some tier 1 networks already, thus mitigating the implementation/execution risks.


I think if the aquisition team at tlab has done the homework right, then this acquisition may turn out to be a good winner.

cheers
lg
light_geeking 12/4/2012 | 7:30:06 PM
re: Tellabs Nabs Ocular stuartb,

I agree God-Boxes are more complex depending on what functionality they provide. But lets look at some potential advantages of the acquisition:
- Removing the competitive threat to existing tlab business
- Increase the tlab addressable market by few billions for a "song and dance' price (contrast with multiple billion dollar acquisitions of Cyras by Ciena, Sirroco by Sycamore, Chromatis by Lucent and Cerent by Cisco)
- At 14 times the density of Cerent, 7 times the density of Cyras, this box can kick some serious butt
- Also, Ocular architecture seems to be quite interesting where "switch" slots are minimized and revenue generating "port" slots are maximized to allow changing traffic mix while maximizing revenue generating capacity without significant footprint penalty

And I have heard that Ocular gear is in some tier 1 networks already, thus mitigating the implementation/execution risks.


I think if the aquisition team at tlab has done the homework right, then this acquisition may turn out to be a good winner.

cheers
lg
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