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Almahavez
Almahavez
9/21/2019 | 1:25:09 AM
Reader
Optical love affair and something more about it, You are mostly focus on the affair on all these things which they were mention all the time but they mention it with unemployedprofessors.com review. Hope you show all those things which were mention on this page.
brookseven
brookseven
2/14/2014 | 12:26:46 PM
Re: Did they swap Valentine's line cards?
Carol,

 

Just a note - ALWAYS negotiate the breakup first.  BD types hate that because they are in the lovey dovey phase of the relationship.  The reality is that at some point the businesses will have separate interests and pursue them separately.  If it is not planned for well, then the breakup is ugly.

There is more than optical overlap here (see WWP) and given's Cyan's trouble this bodes poorly for them.  I was thinking that Ciena might be a good acquirer of Cyan.  Given that OPEX for them is (on today's trajectory) going to exceed Revenue then they need to find a buyer before Marlin scoops them up.

seven

 
Carol Wilson
Carol Wilson
2/14/2014 | 11:04:11 AM
Re: Did they swap Valentine's line cards?
I think this could be a powerhouse match-up, but like most marriages, it will come down to the chemisty. Are these guys hooked up for the long-haul? 

Each has been smart in its own segment, but whether they can truly marry those strengths -- that requires an ambitious level of commitment.

 
DOShea
DOShea
2/14/2014 | 8:03:43 AM
Re: Did they swap Valentine's line cards?
Given some of the optical redundancy, I'll bet this was very much SDN-driven--two major players getting together to look at how networks will be designed and built in the future. Maybe they just said, "Let's not worry about where we have optical overlap--the future is bigger than that."

But on the optical front, the sizes and market reaches of Ciena's competitors, it also looks like a lot of potential optical market benefit for Ciena here.
Ray@LR
[email protected]
2/14/2014 | 7:30:46 AM
Did they swap Valentine's line cards?
OK, enough of the Feb 14 tomfoolery....

This is a very interesting combination indede - if Ciena and Ericsson can find real cultural harmony this could work out.

Ericsson has been working hard on NFV and positioning its SSR for SDN architectures -- can Ciena bring enough to the table in SDN to make this a "more than the sum of their parts" relationship?

You can imagine how ALU, Huawei, Infinera, NSN, Coriant, ZTE etc etc will be talking about this today....


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