Tuesday, July 21, 2009

Thoughts on Avaya's Bid for Nortel

Seems like everyone in telecom has an opinion about Avaya's long-expected offer to acquire the enterprise side of Nortel. I'm figuring it will happen, but there's a very real chance a better offer will come - maybe from the likes of Siemens, or maybe from a dark horse like Sonus, Huawei or even Cisco. How about a PE-backed mystery buyer?

Lots of possibilities here, but one way or another, it looks like Nortel is over and out in this space. That said, I was pleased to read about DiamondWare being part of the package, and if you don't know why, please check out my earlier posts on them, starting here.

We all have our trusted sources, and by now you've probably done your share of reading up on the buzz around this news. I just want to share two with you here. First is a short article in InformationExec that I was cited in.

Second is a podcast I participated in yesterday afternoon. I recently posted about my expanded involvement with Jim Burton's UCStrategies portal. Part of this involves a podcast based on a weekly roundup call with the other UCS consultants. We did our first one yesterday - it was a bit ad hoc, but Jim pulled it together very nicely. Surprise, surprise - we all wanted to talk about Avaya/Nortel.

So, if you want to hear a rather impromptu roundtable from our group, you'll get a wide range of opinions as to what this deal may hold in store. It's a quick way to get a digest from a lot of well-informed people - and all you need to do is click here and download the podcast.

Well, you're not quite done. After listening, we'd love to hear your thoughts. Then bookmark the site and come visit often. We plan to do these weekly, and I think it's the start of something good.

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