Very interesting article on possible merger between CSCO and CIEN.
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Analysts have said Cisco should have gone after Ciena before Tellabs.
Going forward, optical technology such as DWDM will add capabilities
that allows Internet Protocol, or IP, and asynchronous transfer mode
(ATM) traffic to coexist on the same network. That development, in turn, will allow carriers and service providers to build networks using fewer devices that contain much more intelligence.
"I think Cisco has to own somebody like this," noted Craig Johnson, an
analyst with the Pita Group, an independent technology industry watcher. "They may strengthen their relationship in the short-term and wait until things cool down," he surmised, noting the uncertainty surrounding Ciena at the moment.
Cisco has made it clear that it wants a piece of the integrated voice
and data networking market, pitting it against giants such as Lucent and Northern Telecom--two companies that already boast similar technology to Ciena.
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For full story read:
news.com |
