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Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

What does Cisco gets with Starent?

October 14, 2009

Cisco to Acquire Starent Networks for $2.9B | finance.yahoo.com

Cisco's acquisition of Starent for a $2.9B cash is remarkable in several ways. First it is 3 times the price compared to the market cap when Starent went IPO a couple of years ago. It is also about 50 times the 2009 earnings. So, it is a very significant premium even for Cisco standards. So, what does Cisco gets for such a high price?

Impact of Vodafone and Orange starting to sell iPhone in the UK

October 5, 2009

Vodafone, Orange win UK iPhone deals | www.telecomasia.net

O2 in the UK has been the only mobile operator selling iPhone for almost 2 years. Their exclusivity is ending soon, and thus Vodafone and Orange have struck agreements with Apple to start selling iPhone in the UK, starting in the next couple of months.

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