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DOShea
DOShea
11/27/2013 | 3:58:57 PM
Tender offer
The tender offer from Marlin is set to expire on Monday, Dec. 2, so we should be hearing some further news on this deal in the next few days.
DOShea
DOShea
10/23/2013 | 9:43:00 PM
Lawsuits
If you're keeping score at home, there are now two companion lawsuits charging that the offer under-values Tellabs: http://www.bloomberg.com/news/2013-10-23/tellabs-891-million-purchase-challenged-by-investors.html 
DOShea
DOShea
10/23/2013 | 9:30:32 PM
Optical LAN
Tellabs was really pushing the optical LAN story on its most recent earnings call, but since then I've talked to three analysts and seen research notes from a few others, and it seems like no one's a fan.
brookseven
brookseven
10/23/2013 | 4:37:13 PM
Re: What about the PON product line
jcurry,

I was still at Tellabs when they started doing this in 2009.

If you are not doing 10s of $M per year 4 years later than its a market that is not going to happen.

Please do this as an exercise....If you own an Ethernet Switching infrastructure, could you put in a Point to Point Fiber upgrade by replacing the interfaces?  

If so, then you need to find an actual advantage over continuing to use an Ethernet Switch.  The Enterprise LAN space is already occupied by Ethernet switches and those can have fiber solutions as well! 

So, they are the leaders in a $1M per year space, yay!  How many $M of R&D were spent to get that revenue?

So, let's be honest.  The reason that this solution is targeted at the Enterprise is that the GPON solution out of Dallas failed in the carrier space.  Instead of doing the smart this and moving on, the group decided to maintain jobs in Dallas (and Shanghai) pushing this rope.  The Access group is completely dependent on revenue out of Petaluma.  That revenue has paid many salaries pushing on the Enterprise LAN waste.

seven

 
jcurry74
jcurry74
10/23/2013 | 11:19:07 AM
Re: What about the PON product line
 

At least they are leaders in the Federal and Enterprise GPON implementation space instead of "me too" players in their other markets. As the speeds in the LAN space exceed 10Gb twisted pair implementations become more complex and expensive making GPON an attractive solution. The Enterprise LAN space is a huge potential market and not as commoditized as the Carrier space.
DOShea
DOShea
10/22/2013 | 6:10:34 PM
Re: Marlin magic?
It doesn't look from Marlin's leadership team like there is anyone in that group with management experience specific to this sector. There are a few people on that list with "media and telecom" finance experience, but that's it as far as I can see. Coriant upper management is basically the former NSN optical management for the most part, which I think means many former Siemens people, but someone correct me if they know otherwise.
brookseven
brookseven
10/22/2013 | 6:02:29 PM
Re: What about the PON product line
jcurry,

Your kidding right?  The GPON product line is happy when they do hundreds of k $ a quarter.  It is going to be the first thing killed by a PE firm.

 

seven

 
jcurry74
jcurry74
10/22/2013 | 3:33:03 PM
What about the PON product line
No mention of the PON product line which has made stong inroads in the government and enerprise sectors.
Carol Wilson
Carol Wilson
10/22/2013 | 9:58:21 AM
Re: Marlin magic?
Does Marlin's management include optical networking folks? Anyone we know?
DOShea
DOShea
10/21/2013 | 9:13:50 PM
Re: Marlin magic?
It's interesting how Maarlin's optical moves seemed like a mystifying gamble when it started down this road with NSN, but almost 11 months later with the addition of Tellabs, it is looking like a worthy player (if it can manage that integration, of course). The difference, it seems to me, is that the optical market overall is looking healthier than a year ago
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