Tellabs: Suitor or Bait?

12:40 PM -- The analysts at ThinkEquity are name-checking Tellabs as the frontrunner for Carrier Access, which put itself up for sale yesterday:

We believe the logical buyer is Tellabs, because of its current technical integration. We believe other potential buyers among the larger companies include Ericsson, Nokia, Huawei, followed by Motorola, Alcatel and Samsung.

We believe there are relatively few smaller companies who would take the risk with acquiring CACS. Clearly, we believe, Tellabs is the most likely candidate to make a deal happen.

Sounds great. But who's going to buy Tellabs?

— Phil Harvey, Barely Managing Editor, Light Reading

mikhailgoldman 12/5/2012 | 3:04:38 PM
re: Tellabs: Suitor or Bait? Assuming that the company won't sell to a strategic buyer like Huawei, or Tellabs, who could be a strategic partner under a merger of equals scenario? Could merging with Zhone Technologies make sense? What about NMS Communications (http://www.nmscommunications.c...)?

You guys are technology analysts... What makes the most sense here in terms of technological synergies?
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