What about McDonald's McRib Sandwich?!?! That's not supposed to be a burger, but more rather in the direction of steak. :)
-----Original Message----- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED]]On Behalf Of Robert Hanley Sent: Thursday, October 18, 2001 3:14 AM To: [EMAIL PROTECTED] Subject: RE: Cisco to buy Nortel??? [7:22909] Amazing...I don't mean to be haughty or insulting (really) but all of this seems so clueless: Why the concept of Cisco buying Nortel is so laughable. They might be able to pull it off financially right now, but it would be like Hyundai buying GM. The problem is that even though Cisco is a huge player in the Enterprise and service provider space, in the RBOC, ILEC space they are out of their element, and are even hated, much less distrusted due to their efforts to bully the standards organizations, etc... in the carrier space. I personally think that the view of cisco is always skewed by those who see them from the view of the enterprise, which is small potatoes from the standpoint of a carrier vendor. Maybe the real message here is that the distinctions between those two markets are disappearing, or at least their interests are merging (can anyone say OE). I don't mean to "dis" anyone on this list, but I think the game is changing, perhaps in ways we all don't understand, but at least the Nortel's of the world are trying. To say Cisco will buy Nortel is like saying McDonalds will start seving steak. --- Chuck Larrieu wrote: > I'm just wondering what Nortel has that Cisco really > wants. High end optical > maybe, but as I said, Cisco already has Cerent, plus > a stake in Ciena. > > Other than that, does Cisco want the PBX business? > The switch business? the > router business? the secure access device ( > Conntivity ) business? the > Content server / switch business? > > In each case, Cisco either has a product line of > it's own, or a strategy to > bypass the particular technology ( AVVID vs PBX ) > there is no point in > buying more. In fact, it can be argued that this was > one of Nortel's > mistakes - trying to assimilate too many disparate > technologies > > Besides, I was responding to the headline "Cisco to > buy Nortel" And that > makes no business sense at all. :-> > > Chuck > > -----Original Message----- > From: [EMAIL PROTECTED] > [mailto:[EMAIL PROTECTED]]On Behalf Of > Priscilla Oppenheimer > Sent: Sunday, October 14, 2001 12:49 PM > To: [EMAIL PROTECTED] > Subject: RE: Cisco to buy Nortel??? [7:22909] > > > At 01:10 PM 10/14/01, Chuck Larrieu wrote: > >If Cisco were to buy Nortel, they would be buying: > > > >1) all assets - meaning product lines, customer > base, etc > > Why do you say that? Nortel is in the process of > breaking itself up from > what I have read. > > P. > > > >2) all liabilities - meaning support > > > >Questions to ask: > > > >1) why would Cisco want to buy a PBX line of > products when they have a > >mission to eliminate PBX in favor of AVVID? > > > >2) why would Cisco want to take on a whole new line > of routers and > switches, > >which they would have to support? Either that or > EOL all of it? There's no > >halfway here. > > > >3) Cisco might want to assume technologies like > high end optical. But what > >would that mean vis a vis their investments in > Ciena and Cerent? > > > >4) why would Cisco want to assume another full > product line that competes > >directly with their CVPN line ( i.e. the Nortel > Conntivity ) ? > > > >Sad to say, because I too think Nortel has some > excellent products and > >product lines. their VoIP solution is quite > credible, coming form a company > >that really is in the voice/PBX business. their > Alteon and Conntivity line > >rivals anything Cisco has to offer. their high end > optical is certainly > >worth looking at. > > > >but truth be told, Nortel is probably going to have > to dump their router > and > >switch lines, just the way 3com did last year. 3com > couldn't find a buyer. > >Nortel probably won't either. > >given all of the above, what's in it for Cisco? Too > many liabilities, and > >not enough assets, the way I see it. > > > >FWIW > > > >Chuck > > > >-----Original Message----- > >From: [EMAIL PROTECTED] > [mailto:[EMAIL PROTECTED]]On Behalf Of > >JG > >Sent: Friday, October 12, 2001 4:08 PM > >To: [EMAIL PROTECTED] > >Subject: Re: Cisco to buy Nortel??? [7:22909] > > > > > >I agree in not seeing much merit for Cisco (or > anyone else in the business > >already for that reason) in buying Nortel out. > > > > Looking at the recent market cap for Nortel, and > at the cash reserves > that > >Cisco is sporting the past decade, it wouldn't be > an issue, not financially > >at least, but strategicaly why would anyone bail > Nortel out? > >Who ever buys Nortel out, would be doing them a > tremendous favor, but on > the > >other hand.... what about the agressor? What's > his/her benefit? > > > > Of course none has named me venture capitalist of > the century, nor my > >friends call me Warren [as in Buffet ;-)] but that > is my honest estimate of > >things. > > > > Nortel looks as if is withering away on its own, > why would one pay for > it, > >even if it's at a deep discount? > >-- > > > > > > Rgrds' > > JG > > > > ---== Success, is where preparation, > meets opportunity ==--- > > > > > >""[EMAIL PROTECTED] (John Nemeth)"" wrote in > >message > news:[EMAIL PROTECTED]... > > > There was an article in the local paper about > the possibilty of > > > Cisco buying Nortel. Cisco says that they don't > plan on making any > > > major purchases right now, but apparently > several analysts recommend it > > > since it wouldn't be a major financial hard ship > (although it would > > > drain their reserves Cisco has enough cash to do > it, and they have a > > > much higher market capitalisation). > > > > > > I'm ambivalent on the idea at the moment. > On the one hand it > > > would be a major coup for Cisco. It eliminates > a major competitor, > > > gets them a big boost in optical as well as > VOIP. And, Nortel may get > > > decent support (their web site really sucks both > in terms of finding > > > sales information and technical information; and > when I was trying to > > > get a manual for something they told me to call > a reseller {most > > > companies now have manuals on-line or will sell > them to you, instead of > > > making you pay for support}). Cisco would also > find themselves in the > > > telecommunications business. About 12 years ago > when I worked for Bell > > > Northern Research (the R&D arm of Nortel), > Nortel was the world's > > > largest supplier of telephone equipment (i.e. > central offices, PBXes, > > > etc.); although, I think AT&T/Lucent may have > surpassed them in that > > > department. I don't know if Cisco wants to get > into the traditional > > > telephony industry; but, it could help their > VOIP efforts. And, if > > > Cisco bought Nortel, that would bring Howard > back in the fold. :-> > > > > > > On the other hand; although there are > companies nipping at Cisco's > > > heals in certain niche markets, Nortel is their > only serious competitor > > > across the board. I'm not sure Cisco buying > Nortel would be a good > > > thing for the industry. We could end up with > another M$ situation. > > > Competition helps keep everybody on their toes > and helps drive > > > companies to improve their products and > services. This brings up the > === message truncated === __________________________________________________ Do You Yahoo!? Make a great connection at Yahoo! Personals. http://personals.yahoo.com Message Posted at: http://www.groupstudy.com/form/read.php?f=7&i=23430&t=22909 -------------------------------------------------- FAQ, list archives, and subscription info: http://www.groupstudy.com/list/cisco.html Report misconduct and Nondisclosure violations to [EMAIL PROTECTED]
