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 is only 1/3 of the asset and its a hardware intensive solution. However a Asterisk adjunct box (particularly if it can support SkypeIn Skype out) is a no brainer value proposition. (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.
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?
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