Uncommon Wisdom:

mergers and acquisitions


April 11, 2011  2:01 PM

Level 3′s Global Crossing bid points to next-gen cloud needs



Posted by: Tom Nolle
Cloud computing, Global Crossing, IBM, mergers and acquisitions, Microsoft, Next-Generation Advanced Intelligent Network

An industry consolidating is an industry commoditizing at the product/service level, and that’s obviously happening in telecom. The AT&T bid for T-Mobile has...

April 7, 2011  7:17 PM

AT&T/T-Mobile deal: What reality lurks below the surface?



Posted by: Tom Nolle
AT&T, FCC, mergers and acquisitions, return on investment, T-Mobile, Verizon, wireless networks

With a lot of interesting and potentially pivotal happenings in tech, perhaps the most interesting thing is that the real meanings are more important than the surface topics.


October 14, 2010  12:03 PM

AOL/Yahoo acquisition — out of place in social networking world



Posted by: Tom Nolle
AOL, mergers and acquisitions, Social networking, Yahoo

The rumor that AOL and some private equity firms have been in talks with Yahoo regarding an acquisition seems to be most rooted in the Wall Street Journal, but some insiders tell us that it’s...


September 22, 2010  1:20 PM

Will tech M&A activity fill need for broad-based product strategy?



Posted by: Tom Nolle
Alcatel-Lucent, equipment vendors, Ericsson, Huawei, M&A, mergers and acquisitions, Nortel, NSN, OEM, technology industry, ZTE

Companies are now actively pursuing mergers and acquisitions to consolidate and improve economies of scale. Even when mergers and acquisitions don't directly consolidate the companies (


August 9, 2010  11:48 AM

Q2 reports show cause for concern for CenturyLink-Qwest



Posted by: Tom Nolle
CenturyLink, CenturyTel, fiber to the home, FTTH, mergers and acquisitions, Qwest, wireless

The CenturyLink acquisition of Qwest is starting to look like an alliance of the weak, much as we'd feared. Neither company did all that well in their latest quarter in our view. Qwest reported better profits but sharply...


July 21, 2010  4:40 PM

Tyco ADC acquisition could signal metro plant changes



Posted by: Tom Nolle
broadband equipment, infrastructure, mergers and acquisitions, metro networks

With the acquisition of broadband network connectivity vendor ADC for $1.25 billion in cash, Tyco Electronics may be looking at profiting from the broadband-driven changes to metro plant for incumbent local exchange providers...


November 5, 2009  2:08 PM

Cisco’s earnings show customers’ releasing 2009 project budgets



Posted by: Tom Nolle
Cisco, financial results, mergers and acquisitions

Cisco saw both revenues and profits fall, but both also beat analyst expectations. Chambers was upbeat about the next two quarters, pumping estimates ahead of current guidance. Order growth in the U.S. was flat,...


April 13, 2009  12:56 PM

Time to improve operations or cap services



Posted by: Tom Nolle
mergers and acquisitions, network monitization, OSS, tiered pricing

There are more and more signs, in the mergers and acquisitions space in particular, that vendors are finally getting smart on the network and operations management problem. Operators need to raise top-line revenues, lower costs, or both. Since supporting the top line has proved elusive or...


April 6, 2009  2:44 PM

IBM/Sun deal breaks down but could revive



Posted by: Tom Nolle
IBM, mergers and acquisitions, Networking, Sun Microsystems

There are reports that the Sun/IBM deal is off because of a breakdown in talks over the price. Some say this is a negotiating ploy, but others have said there is really an irreconcilable difference here.

Is this a Microsoft/Yahoo reprise? Most expect the deal to revive when Sun’s...


December 18, 2008  2:29 PM

Over-the-top players: A race to the bottom



Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Google, mergers and acquisitions, network monetization, Next Generation Networks, service delivery platform, third-party platforms, venture capital, Web 2.0

One of the forgotten truths of the current economic crisis is that while telcos worldwide will certainly be deferring some projects and obsessing even more about monetization, their competitors are likely to be even more concerned. The guys at the greatest risk, in fact, are the darlings of the...


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