Wall Street Journal의 오늘 기사입니다.
Nortel MEN 사업부를 Ciena가 인수하게 되었네요.
WSJ는 Ciena에 대한 사항보다는 NSN이 고배를 마셨다는 점에 주안점을 두는군요.
요즘 NSN이 말이 아니군요. 성장성에 의심받는 것도 그렇고. Nokia가 손뗀다는 소문도 있고.
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STOCKHOLM (Dow Jones)--Network equipment vendor Nokia Siemens Networks said Monday it has lost the auction for Nortel Networks Corp's (NRTLQ) optical networking and carrier Ethernet assets to U.S.-based rival Ciena Corp (CIEN).
NSN, a joint venture between Finland's Nokia Corp. (NOK) and Germany's Siemens AG (SI), said the bankruptcy court-sanctioned auction started Friday and extended through the weekend.
"Nokia Siemens Networks believes that its final offer represented fair value for the assets, and further bidding could not be financially justified," the company said.
NSN press spokesperson Riitta Mard told Dow Jones Newswires that her company had bid for the Nortel assets to expand its presence within optical networking, adding that it is still looking for other acquisitions or partnerships as a way to grow its business.
She declined to comment on the size of NSN's final offer or Ciena's winning bid.
Last month, bankrupt Canadian equipment vendor Nortel said Ciena's cash and stock bid, then worth around $526 million, would be a stalking horse offer for its optical networking and carrier ethernet business, Reuters reported Saturday.
Analyst Greger Johansson at Redeye said Monday that the lost bid may hurt market sentiment to some extent as NSN now misses a growth opportunity, although the deal wasn't particularly large. Ciena might gain better synergies with Nortel's assets, so it made sense for NSN not to overpay for the business, he added.
Along with European peers, NSN has been pressured by falling capital expenditure among telecom operators and rising competition from Chinese rivals.
According to research firm Dell'Oro, Nokia Siemens' share of the global infrastructure market in revenue terms fell to 19.4% in the third quarter 2009 from 20% in the previous quarter as China-based Huawei Technologies Co. replaced it as the world's second largest equipment vendor after market leader L.M. Ericsson Telephone Co. (ERIC). Paris-based Alcatel-Lucent (ALU) is the fourth ranked global network company after NSN.
Most vendors have strived to reinforce their presence in North America, the world's largest telecom equipment market, in order to grow their business. Huawei told Dow Jones Newswires in a recent interview it aims to add 600 new employees in North America next year to support a rise in customer business.
Monday's announcement comes after NSN in July lost an auction for Nortel's Code Division Multiple Access and Long Term Evolution assets, which Swedish rival Ericsson bought for $1.13 billion, beating NSN's previous $650 million bid.
At 0854 GMT, Nokia shares in Helsinki traded up 0.8% at EUR9.03, against a 1.6% rise in the broader market.
Company Web site: www.nokiasiemensnetworks.com
-By Gustav Sandstrom, Dow Jones Newswires; +46-8-5451-3099; gustav.sandstrom@dowjones.com
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