Analyst Perspective - Session 2
Today Angelo covers a ripe market ready for consolidation. We discussed Lucent/Alcatel, Juniper/Peribit and more. Who’s' next and why? Qwest/Vonage is discussed and Angelo uncovers some more evidence that might suggest that Qwest is looking at Vonage.
We talk about some private companies as well including Riverbed, a WAN optimizer appliance manufacturer. Angelo and I both like Riverbed but it is unlikely we will see anyone buy them anytime soon, more likely is an IPO.
Angelo touches on Vendor Competitor implications and some high levels thoughts on valuation. Stay tuned next week as we wrap-up VON Canada and provide some profiles on some of the Canadian players in the VoIP market.
As we hone this program we will begin introducing Angelo's Top 3 Picks and some deeper analysis on those companies. Stay tuned for that mid-summer '06.
Want to see some coverage on a public US stock in the VoIP space? Send an email to erik@REMOVEsipthat.com or leave a comment.