>Lucent v. Cisco pathfinder.com
let's get ready to rum-bull! swell link, sam (nice forum too, btw) and dated "May 25, 1998" to boot. fortune (tellers) indeed.
to piggyback, regarding potential acquistions, smartmoney's got a half-decent write-up titled "who's on lucent's shopping list?" they also cite ascend along with nokia (yikes!), bay, and p-com. to wit:
Who's on Lucent's Shopping List?
The answer depends on why you believe the company even needs to buy another firm. Unlike Ma Bell of old and its ill-fated acquisition of mainframe computer-maker National Cash Register in 1991, Lucent has a quest that isn't about just being bigger. This time around, say Johnson and other analysts, Lucent is fighting for the very survival of its business. As WorldCom (WCOM), Qwest Communications (QWST), and the regional Bells and telecom firms throughout the world remake their networks to serve the flood of Internet and corporate data traffic, the phone switches Lucent sells to these outfits are at risk of becoming obsolete. With packets of data gaining the upper hand on voice signals, Lucent ultimately faces competition from Cisco Systems (CSCO) and other aggressive data networking firms as the line between the world of telecom equipment and that of Internet routers disappears.
In that scenario, Lucent's choices are limited but clear: Find a first-class telecom or networking company that will allow it to compete against the likes of Cisco. We zeroed in on three large firms and one smaller one that would make excellent strategic fits: Ascend Communications (ASND), Nokia (NOK/A), Bay Networks (BAY) and P-Com (PCMS).
here's the full url to the intro along with their 'analysis' of the possible acquirees:
smartmoney.com
smartmoney.com |
