Wednesday, July 28, 2010
"Bridgewater, which manages mobile data and congestion, could be on the radar of Alcatel-Lucent (ALUA.PA), IBM (IBM.N) and Ericsson (ERICb.ST), while Sandvine could be targeted by Nokia Siemens [NSN.UL], Ericsson and Cisco (CSCO.O). Asian companies like Huawei Technologies Co [HWT.UL] could also be among the potential bidders .. Analysts expect Sandvine and Redknee to get offers that are more than double their current share price .. Redknee, which has mobile billing and charging solutions, could be wooed by Amdocs, Microsoft (MSFT.O) and SAP AG (SAPG.DE)."
"For the network gearmakers, it could take four to five years to build what Bridgewater and Sandvine are doing," M Partners' Shuttleworth said.
Related post: "Cisco Needs a Policy Server - Is it going to be Bridgewater, Openet or Someone Else? - here