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Anadigics, Inc. Message Board

  • lemonyelow1 lemonyelow1 Feb 21, 2007 10:55 AM Flag

    good read re fiber/home

    wouldn't you know it? The day after I spring for DSL from Verizon, I learn that they've all but acknowledged (that is, they throw some $MM per month on promotion of it to folks like me) that it's uncompetitive with cable and not worth any kind of real push any more.

    But you all knew that, right?

    Article on Marketwatch today, by someone name Zucchi - article entitled "Capacity for capacity." NO mention of ANAD, but if B.F. is to be believe (I certainly do!!) as to the closeness of Verizon and ANAD, I'm going to annoint Verizon as the company most likely to buy ANAD out.

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    • what is it with you people that think these telcom companies like VZ will by ANAD or ATT will buy JDSU -

      And you folks invest in the stock market - geeze - come on

    • <<I'm going to annoint Verizon as the company most likely to buy ANAD out>>

      Huh...... you've got to be kidding, Verizon is a telecom company.

      • 1 Reply to love2windsurf
      • I'm holding my "DOH" on the off chance that you're smarter than you sound.

        Of course, that's their business, but maybe you've noticed that post-AT&T breakup (although I'll wager that happened before you were born, so you don't have to know about it -- it won't be on the test!), "the phone company" means rather different things than it once did. Obviously, the buzzword is "convergence," but a kind of CHAOS that will surely lead to some folks winning big while others go down for the count is also part of the scene.

        That is, how many bills do you get every month for services that are roughly in the "communications" sphere? (I think we get 6, and we're "oldies" who don't jump at all the new dodads out there.)

        Maybe, Yahoo has a list of Verizon competitors that doesn't include Time-Warner or Comcast. If so, "I beg to differ."

        And with the new playing field, folks like Verizon have 2 choices re almost everything technological -- buy or build.

        I submit that they (or any of a handful of other big league ANAD partners) may very well take the view that they can either pay ANAD BILLIONS over the coming years (in many chunks, of course) ... or they can make one big outlay to make ANAD a subsidiary. Then, of course, they won't have any of their precious cash flow diverted to an outside entity.

        Stay tuned. I *DO* try to read carefully. I did not know that a Verizon super-heavy sits on ANAD's board. In my experience, those type of "Hey, Bami, there's something I've been meaning to talk to you about" moments are a lot more common than somebody in the Far East putting the moves on a company like ANAD.

 
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