Comments on: Ciena Taking Home a MEN

By: TellNo

TellNo — Thu, 26 Nov 2009 22:13:57 +0000

>> No one else was iterested in taking the technology, only the footprint.
No one else is so blind-eyed to market as Nortel.

>> It explains why just a few bidders showed up.
thus it explains why just Nortel is in bankrupt now

By: TellNo

TellNo — Thu, 26 Nov 2009 19:43:44 +0000

True, ONLY if Ciena is willing to remove 80% of senior level managers

By: TellNo

TellNo — Thu, 26 Nov 2009 17:13:57 +0000

>> No one else was iterested in taking the technology, only the footprint.
No one else is so blind-eyed to market as Nortel.

>> It explains why just a few bidders showed up.
thus it explains why just Nortel is in bankrupt now

By: TellNo

TellNo — Thu, 26 Nov 2009 14:43:44 +0000

True, ONLY if Ciena is willing to remove 80% of senior level managers

By: scalppeeler

scalppeeler — Thu, 26 Nov 2009 12:13:43 +0000

You girls are missing the bigger picture.
Ciena is american owned and based near the nations capital.
This merger will open up much more opportunity and success than Nortel
already have in North America.
America don't want huaweii anywhere near the big players in america
especially business, commerce and national security.
Same for alcatel.

By: NTlegacy

NTlegacy — Thu, 26 Nov 2009 11:30:08 +0000

Finally! A Market focused guy! Thanks Teleguy for the reasonable analisys. Most of the guys here only see bad things about any buyer.
I'd like to add to your comment, something that made Ciena the winner. She needs and wants the technology, not only the footprint. Moreover, Ciena has recognized the talent of MEN R&D, and is taking most of them. No one else was iterested in taking the technology, only the footprint. It explains why just a few bidders showed up. The stalking horse conditions included people.
Only the people who have already stepped into Carling and Montreal facilities knows the valued people we have there. I'm not from any of these facilities, but I assure you they are the most talented people in optical R&D in world.

By: Teleguy

Teleguy — Thu, 26 Nov 2009 00:55:32 +0000

An excellent deal. Ciena is a very disciplined and well run company that has handled bubble bust better than many companies in the sector. Nortel MEN was 3rd in the world in optical and years ahead of the competition in 40G and 100G. The combo makes Ciena #1 in optical networking in North America (where the margins are and there was no leader) and 3rd in the world. Due diligence will eliminate any overlap, which doesn't appear to be significant. So, you can buy from the Chinese, the absolute mess Alcatel-Lucent, or the only company in the world that is focused on optical networking.

By: less

less — Wed, 25 Nov 2009 17:45:58 +0000

Shoot, I cant cant remember the 2008 count — Richardsons Global Center Of Excellence must've numbered at least 800 Passports. Without em you could vacate another lab or two.

By: zeroman

zeroman — Wed, 25 Nov 2009 17:33:23 +0000

hey happy you are more sad. ok to message people to keep things rolling. up to ciena to change things if they want to. why would they rock their own boat. have you not gone about your own business as usual until now.

By: happy2b

happy2b — Wed, 25 Nov 2009 17:09:59 +0000

Insiders are saying MEN management are informing them

- We selected Ciena, they were the best partner for us
- Nothing changes
- Business as usual
- All programs and plans continue unchanged as usual
- Continue working hard, focus on our customers

Sound like they expect nothing to change