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To: Imran who wrote (3620)	9/5/2001 3:12:54 PM
From: elmatador	Respond to of 3891

I mean buy out. The pinguins stay on that iceberg an no one dare jumpig on the ocean to go for a fish meal. Thta's because the first to dive will become shark meal himself. Eventually, one has to do the jumping. As we wait for consolidation in the telcoms sector -being it vendors and operators, we see a couple of pinguins testing the waters. ALA/LU and several European telco operators: KPN-Belgacom. Telia-Telenor. Telia-TeleDenmark (TDC). Now we see this pinguin jumping into the sea: HP and Compaq. Expect the whole pinguin crowd to jump into the water from now on. Sorry not spelling correct. White wine has been good.

To: Imran who wrote (3620)	9/6/2001 5:38:22 AM
From: elmatador	Respond to of 3891

"half of top 100 companies on Nasdaq will not be around five years from now." Cisco's Chambers predicts "rapid consolidation" By Reuters staff Wednesday, September 05, 2001 The chief executive of tech bellwether Cisco Systems Inc said on Wednesday the merger deal between Hewlett-Packard and Compaq Computer will likely be just one step in a rapid consolidation of the sector. Speaking at a Tokyo seminar a day after the announcement of the computer industry's biggest ever merger, Chambers said a recession in the IT industry and cuts in corporate capital spending would cause a drastic shake-out in the sector. "I think what you saw with Hewlett-Packard and Compaq is just one step.... There's going to be a very rapid consolidation in the industry across all segments," he said. Last month, Cisco stunned the industry by reporting a 99 percent dive in fourth quarter net profit. Chambers said companies that can't adjust to the new economic conditions and the high-paced Internet age would just disappear. "You will see both consolidation and you will see a large number of companies just plain go out of business," he said. "Within the Nasdaq as an example, I do believe that out of the top 100 companies on Nasdaq half of them will not be around five years from now."

To: Imran who wrote (3620)	10/2/2001 5:08:43 AM
From: elmatador	Respond to of 3891

Motorola, Siemens mull venture: WSJ Two may combine network gear, cellphone divisions By Andrew Bulkeley, FTMarketWatch Last Update: 8:41 AM ET Oct. 1, 2001 NEW YORK (CBS.MW) - Motorola, the world's second-biggest mobile phone maker, and Germany's Siemens are talking about linking their cellular network unit, their cellphone division or both, the Wall Street Journal repoted on Monday. Such a deal would create a business worth between $20 and $25 billion, the paper reported, citing unnamed people familiar with the talks. The negotiations began early this summer and are still at an early stage and could fail. "It would theorhetically be good for cost-cutting," said ABN analyst Gabriel Hors in a note. "As a reminder, Siemens is losing €31 per handset sold and Motorola €19." The move would be just the latest consolidation in an industry alreadly wobbly after competition hammered margins just before markets disappeared. Ericsson (ERICY: news, chart, profile) (SE:000010865: news, chart, profile) has joined forces with Sony (SNE: news, chart, profile) to build phones while Dutch Philips (PHG: news, chart, profile) (NL:PHIA: news, chart, profile) has all but quit the business. Siemens, the third-biggest cellphone maker, has cut employees at its German plants. Siemens (DE:723610: news, chart, profile) (SI: news, chart, profile) shares were unchanged in post-lunch trade after falling as much as 3.2 percent to €40.55. The shares are off 40 percent in the past six months as slowing economies slammed orders. Motorola closed up less than 1 percent Friday at $15.60. If the joint ventures are created, each company would control one, the paper said. Motorola (MOT: news, chart, profile) and Siemens companies declined to comment. Andrew Bulkeley is a correspondent in Berlin for FTMarketWatch.

To: Imran who wrote (3620)	9/22/2003 4:28:37 AM
From: elmatador	Respond to of 3891

Speculation emerges of broader restructuring By Richard Waters in San Francisco Published: September 21 2003 21:03 \| Last Updated: September 21 2003 21:03 While the strategic differences in Motorola's boardroom remained unclear on Sunday, the departure of Chris Galvin has already prompted a flurry of speculation about whether a broader restructuring of the company could follow, potentially including the eventual disposal of parts of its business. As the third generation of his family to run the venerable US electronics giant, Mr Galvin was long seen as an opponent of any significant dismemberment of the group. And even if a dramatic strategic reversal is not immediately triggered by his departure, the abrupt management shake-up and the company's continuing difficulties in some of its core markets are likely to prompt a scramble among rivals interested in trying to acquire parts of its business. Lex: Motorola It is tempting to say that the most surprising thing about the resignation of Chris Galvin as chief executive of Motorola is that he lasted so long. Go there Motorola has itself looked at carving off significant parts of its business. Also, an evaluation of the company's overall portfolio of businesses was part of Mr Galvin's restructuring plan, though little has come from this so far. Internal disagreements over strategic direction have prevented the company from taking more radical actions, according to one person familiar with the company. Mr Galvin's departure "could be the catalyst to make something happen," this person added. "You have to think this means the current situation is untenable." Company executives have talked openly about the need for mergers in the global chip business, as well as their willingness to consider deals involving the company's troubled semiconductor division, one of the 10 biggest chip producers in the world. Despite negotiations with STMicroelectronics , nothing has come of any talks so far. Also, in spite of a continuing round of restructurings, the chip division has continued to lose money, blaming its latest reversal this year on intensified competition from Asia. For a full transcript of the interview with John Pepper, presiding director of Motorola's board, Click here Motorola is also thought recently to have explored the disposal of a second division, which sells infrastructure for wireless communications networks, though without success. The unit lost more than $2bn in 2001 and 2002. Though a leader in the CDMA infrastructure used in wireless networks in the US and some parts of Asia, Motorola largely missed the boom in demand for UMTS networks that signalled the first wave of investment in third-generation wireless systems. The division is seen as a possible fit with Ericsson and Nokia, which have less presence in CDMA, though these companies have not pressed the technology as an important part of their own businesses. Also, Motorola is still heavily dependent on a proprietary technology, known as iDen, that it sells to US wireless carrier Nextel , and which has failed to establish a wider market. Among its other divisions, Motorola has a number of businesses that would make attractive acquisition targets. As well as being the biggest maker of cable modems and transmissions systems for cable television systems, the company is a significant maker of electronics for the automotive industry. A specialisation in security systems for government agencies has also benefitted from the increase in security spending in the US.