Motorola plans to split into into two publicly-traded companies – one involving its home and networks business (set-top boxes, modems, enterprise equipment), and a second involving its wireless phone business.
The move comes amid pressure from investors, include billionaire Carl Icahn, for Motorola to restructure given its sluggish performance and the struggles of the wireless device business, which has gone from red-hot to not.
There’s already speculation about what Motorola’s strategic may mean for Nortel given all the talk about a merger/deal between Nortel and Motorola’s enterprise equipment business. Perhaps this is the first step towards this making this transaction emerge from idea to reality.
The question is whether one plus one equals three in this case. Then again, does Nortel and Motorola have a choice but to merge given many of its major rivals have already gone through the exercise.
Don't think the merger will happen. NT is doing quite well now.
Nortel watcher
Ku, Q108 ends on Monday. NT has not announced any major equipment deals except the March 12 BSNL contract extension worth $100M and the CDMA order for US Cellular. Nothing major on the VOIP front with UC partner MicroSoft.
Where are you getting your optimism that NT no longer needs a dance partner to resist the trend toward consolidation?
Ku
Don't think the merger will happen. NT is doing quite well now.
Nortel watcher
Ku, Q108 ends on Monday. NT has not announced any major equipment deals except the March 12 BSNL contract extension worth $100M and the CDMA order for US Cellular. Nothing major on the VOIP front with UC partner MicroSoft.
Where are you getting your optimism that NT no longer needs a dance partner to resist the trend toward consolidation?
Motorola Splits in Two
Motorola plans to split into into two publicly-traded companies – one involving its home and networks business (set-top boxes, modems, enterprise equipment), and a second involving its wireless phone business.
The move comes amid pressure from investors, include billionaire Carl Icahn, for Motorola to restructure given its sluggish performance and the struggles of the wireless device business, which has gone from red-hot to not.
There’s already speculation about what Motorola’s strategic may mean for Nortel given all the talk about a merger/deal between Nortel and Motorola’s enterprise equipment business. Perhaps this is the first step towards this making this transaction emerge from idea to reality.
The question is whether one plus one equals three in this case. Then again, does Nortel and Motorola have a choice but to merge given many of its major rivals have already gone through the exercise.
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