<<< coms continues to be mired in the muck of usrx and i would hope they learn a lesson about acquiring a company so large and the problems of integrating such a purchase. >>>
blankmind,
uhhh...forgive me for stating the obvious, but a 12 billion dollar merger does not exactly happen overnight. I would say the integration of the 2 companies is fairing quite well, compared the the Bay merger.
Aside from the inventory discrepancy, I don't think the merger poses that big a threat, both companies, have very little product overlap.
<<< your comments about competing with csco is very perceptive, but two weak companies combining, i do not believe would allow for them to effectively compete. instead the merger would hurt development as the companies merged cultures and products and may actually have the combined company lose market share to csco. >>>
Two weak companies? USRobotics 3Com... they are both market leaders, at the time when they were individual companies. I would state that they are still market leaders in their own perspective sectors.
As with any form of large mergers, market share will be lost in the short term. As competitors, go on the offensive while the two companies remain stagnant. But in the long term, the merger will prove fruitful. |
