The Return of the King

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What, you’ve already forgotten the blockbuster flick based on portions of J. R. R. Tolkien’s The Lord of the Rings trilogy? OK, you’re forgiven: It’s been awhile and if you have daughters, your household, like mine, is probably aglow with Twilight these days.

Mark Mortensen was just named Senior Analyst at Analysys Mason, a firm that has now made two high-profile acquisitions in less than a year. First, as reported here and blogged here, Analysys Mason acquired OSS Observer. Now it has snagged Mortensen, and these moves combined constitute a blockbuster of sorts in the communications “theatre.” Continue reading

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NEC looks to crack the B/OSS code

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As reported in Billing & OSS World by Editor in Chief Tim McElligott, NEC is acquiring NetCracker for about $300 million. And as Tim said, “Given the fate of mid-tier independent software vendors over the last three years – those at the $100 million mark or more – it was a matter of when, not if” Waltham, Mass.-based NetCracker would be acquired. Another great friend and colleague in this business, Elisabeth Rainge, program director of network software at IDC, accurately assessed the deal as having far more to do with the alliance between Alcatel-Lucent and the Cramer division of Amdocs or ALU’s acquisition of Motive than it does the acquisitions of similarly sized competitors such as Granite Systems by Telcordia, MetaSolv by Oracle or Syndesis by Subex.

Absolutely. This deal is another example of a company that has made its mark mainly through equipment and services acquiring a B/OSS leader to stop missing out on major network equipment contracts because it brings no OSS to the table. Continue reading