Comments on: Exclusive: Siemens Gore to Bid for Nortel’s Enterprise Business

By: Details About Friday’s Enterprise Auction

Details About Friday’s Enterprise Auction — Tue, 08 Sep 2009 15:14:54 +0000

[...] will also be interested to discover the other bidders. Siemens Gore likely made a bid. Nortel spokesman Jay Barta said there were “additional bids”, [...]

By: smokeemout

smokeemout — Sun, 06 Sep 2009 08:02:59 +0000

Great post.

Better than many of the posts here are those that offer speculation, you pointed out the 'what's at stake to the players'.

Usually we get what starts out looking like a (Northerly) wind; but usually ends up as just (hot) air.

By: smokeemout

smokeemout — Sun, 06 Sep 2009 04:02:59 +0000

By: vvvv

vvvv — Sat, 05 Sep 2009 01:56:05 +0000

In North America the Siemens Enterprise business is built on the old ROLM product, which competed strongly with the Nortel SL-1 as original digital PBXs of the 1970s.

By: vvvv

vvvv — Sat, 05 Sep 2009 01:54:05 +0000

MCS 5200 came first, the 5100 came later as a small derivative for the Enterprise space. Before MCS 5200, the product was called CS 3000 for the carrier market. But your point is valid. It's not easy to unwind CVAS and Enterprise.

By: mrzfantom

mrzfantom — Fri, 04 Sep 2009 19:10:35 +0000

Microsoft and Cisco are locked in a battle for Office documents. Cisco’s WebX runs Google’s office docs; Microsoft has the Office suite as its cash cow. Email is currently the way we share docs and Microsoft’s Exchange absolutely dominates in this enterprise market. However Facebook, MySpace, SharePoint etc all indicate that a major shift is afoot in the enterprise. Email is old and outdated and horribly inefficient. CTOs are looking to migrate to real-time document collaboration. That provides Cisco with a discontinuity, an opportunity to enter the market with WebX. However, Microsoft is not asleep at the wheel, and rarely loses when confronted with such competition. Also looming are the recent Silver Lake purchases of Avaya-Skype, with Nortel planned shortly. That is 75% of the NA enterprise voice market. While not directly aimed at office documents, Silver Lake has acquired considerable strength in real-time collaboration and the next generation of enterprise mobile, software that decouples the wireless providers from voice, presence, email, IM, location services etc. It’s difficult to see how Microsoft would not want to join Silver Lake with OCS and its mobile CE operating system creating formidable competition for Cisco and possibly challenging Apple who frankly has out imagined all the laggards..but not Marc Andreessen.

By: gone2moro

gone2moro — Fri, 04 Sep 2009 18:41:23 +0000

Which Ethernet Switch would Siemens Gore sell?… The Entarasys or Nortel… or both?… that ought to confuse the crap out of customers.

By: normanZ

normanZ — Fri, 04 Sep 2009 16:55:12 +0000

Who says that Avaya would kill the Microsoft deal. It's more like Microsoft doesn't want Avaya. Microsoft would kill the deal and stick with what they agreed to with HP a few months back.

By: zeroman

zeroman — Fri, 04 Sep 2009 16:26:11 +0000

wow cisco in routing takes away share and dominates a space Avaya (Lucent) and Nortel, whose edge was voice. They have quickly taken over Carrier.

on the other side you have huawei selling C class cisco gear copying their products.

By: zeroman

zeroman — Fri, 04 Sep 2009 16:11:50 +0000

some products are complementary. but the only way to go is to buy the enire unit. 500 million is a huge price to pay. it will go up to 750 million.