George Ou was here at VoIP Developer yesterday and it was good to catch up with him. He has some great analysis here on the merger. One great point George makes is the power of host processors and the fact these processors will be eroding the DSP market. While this is true there still needs to be a standard set of APIs to use when accessing voice functionality from these processors. I assume the HMP APIs are part of this Dialogic sale and as such Eicon networks will still benefit from selling this software.
In many ways the software business is better than hardware. That is of course if the open source demon doesn’t kill your business model. So it is possible for profit to increase as the industry continues to implement HMP-based solutions.