June 29, 2009
First of all congrats to Nokia Siemens. I always wondered why the domain is NSN. From now on this will be Nokia Siemens Nortel in my head.
Here is a thought about the rest of Nortel. Nortel Enterprise is not just about voice, its about transport and other tools that are within an enterprise. So who is the logical choice to acquire?
The rumor mill says that Avaya and Siemens Enterprise are already in the bidding war. However, hedge fund companies adding more distress to the mess is not their normal strategy (think of Chrysler / Cerberus). I can make a case for both and of course Cisco, but I have another idea.
Digium has a very strong relationship with Adtran. While it looks like Adtran is losing people the beginnings of Digium started with Adtran.
The reason I suggest this two partner acquistion is based on the remaining assets of Nortel Enterprise. The PBX part of the company is only 1/3 of the asset and its a hardware intensive solution. If Digium were to acquire, an Asterisk adjunct box, (aka app server would be a great add on particularly if it included SkypeIn SkypeOut support). Heck, Ebay might even put some money in.
Now comes the other parts. Over 2/3rd of the value is in rock solid government and networking equipment and for Adtran this would represent a new energy into a company that has been strong but needs to augment the porfolio for government contracts. For the Nortelians this would be a great fit too since it would not be a mashing of personel but an LOB within Adtran that augmented with very little overlap.
Mind you if the dollar numbers I am hearing are true this is kind of a stretch, but I have seen the numbers rumored and the numbers signed to vary greatly. It may be worthwhile for Adtran and Digium to jump in.
You never know what partnerships can form until you ask?
, Nokia Siemens
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Feedback for Nortel Enterprise: Two Buyers (Together) are Better than One