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Avaya Gone; Now What?
With Avaya snapped up for a cool $8.2-billion by two private equity investors, what’s next for Nortel?
Does it go after another large target such as Juniper, which has a market cap of about $14-billion (a merger of equals or quasi-equals), or does it focus on smaller, more strategic acquisitions in the Wi-Max, VoIP and IP-TV markets?
Regardless of what’s brewing within CEO Mike Zafirovski’s mind these days, some analysts believe Nortel needs to do more than just continue to streamline operations (aka cutting opex). In a Law.com story, Sanford Bernstein analyst Paul Sagawa said “Nortel needs to do something, and anything that would concentrate their efforts in one direction would be a good thing.”
Sagawa said is somewhat bullish both Nortel’s enterprise equipment business but believes it still lacks internal focus to effectively compete against rival such as Cisco, Avaya and Alcatel.