My personal perspective on the acquisitions and mergers is that they never go through a comprehensive integration without a year of positioning. Leaders become lurkers, Lurkers become darlings and systems that looked synergistic die on the product management life cycle.
However, this is a good time to be assimilating the products of Nortel since the purchasers are moving at a steady pace toward something in the long term. Verizon had a 21% decline in profit and is betting on LTE like it bet on FIOS. It may be that the best hope for Verizon is in the soon to be released Apple Netbook.
However, the bleeding
Assessments and Evaluations are going to be a big part of the rest of the year as the network operators look to manage capex costs to match the slow market.
Craig Moffet correctly pointed out that Verizon is good at playing the share gain and their acquistion of Alltel was the best part of wireless growth.
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