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Selling Nortel's MEN

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paolo.franzoi 12/5/2012 | 4:01:53 PM
re: Selling Nortel's MEN

&nbsp;


I thought you wanted Nortel to go to a real company?


I think that it can not be more than the wireless assets went for, probably less.&nbsp; In all honesty, I think Sycamore will be completely destroyed by this and it would be a really bad idea for them to buy MEN.


The basic issue is that the Tier 1 carriers have a set of expectations around service, support, project managment, and operations.&nbsp; Sycamore is basically a shell at the moment and you can not just create them or manage them out of thin air.


From a customer standpoint, you would want one of the existing Tier 1 vendors to pick up the asset.


seven


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HomerJ 12/5/2012 | 4:01:32 PM
re: Selling Nortel's MEN

The key to figuring out who/what ends up buying Nortel MEN lies with the carriers. MEN's crown jewel is the 40/100 system. Who are and will be the&nbsp;biggest buyers of this stuff? Those guys&nbsp;pre-approve&nbsp;the buyer. Are they comfortable with Huawei? Hell no. They are out. Same with Sycamore.&nbsp;Out. Private equity? Maybe, but a long shot. Depends on who ends up running the thing and how much debt they carry. That leaves any of the other big&nbsp;OEMs very much in the picture. Who is missing 40/100 transport and who is AT&amp;T/Verizon okay with? Really, the only way to maximize sales here is to sell the thing to a blue chip OEM.

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