I have been watching the situation with Nortel with interest since they went bankrupt and wondering where the value sits for various suitors. I confess to a degree of surprise that the only news I have read about is Telecoms vendors showing interest. Why not Cisco or Microsoft for example? Is there not an opportunity to make an aggressive land grab and perhaps make significant inroads into the Telecoms market place where Avaya and other traditional voice vendors are currently dominant.
So back to the initial comment- where is the value when there is so much apparent duplication. I can’t however argue that $475million isn’t pretty good value for a significant global player like Nortel.