GLG News Analyses of the following article:

Cisco to buy Tandberg for $3 billion

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Published at: www.reuters.com

Cisco –Tandberg Has Significantly “Raised the Bar”

October 9, 2009

GLG Expert Contributor

Cisco’s acquisition of Tandberg significantly “raises the bar” in the telepresence, video- and unified-conferencing, and web-conferencing markets as it consolidates the market and meets the full spectrum of price ranges and business user applications. The merger reduces Cisco’s market barriers and some of the usability and connection issues that have plagued comparable solutions. Cisco also demonstrates a move from proprietary vendor interconnections to “vendor agnostic” interoperability.

Cisco's Tandberg Buy a Win for Both Sides; Bad for Radvision; Mixed for Polycom

October 3, 2009

GLG Expert Contributor

An analysis of the rationale for the Cisco acquisition of video conferencing market leader Tandberg this week as well as a discussion of the winners and losers (including Polycom, Microsoft, HP, and Radvision) from the fallout and likely implications moving forward.

David Croslin, President

David CroslinPresidentInnovate the Future, Inc. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Cisco Buying Tandberg - It's All About Recurring Revenus, Not Equipment Sales

October 3, 2009

Many make the assumption that Cisco is buying Tandberg (TAA.OL) to help improve sales of Cisco equipment. That is the smallest part of the equation.

No Short-term Return for Cisco on Tandberg

October 2, 2009

GLG Expert Contributor

Cisco will probably not have a short-term return on the $3 billion for Tandberg with desktop video phones as business desks are vacated and unlikely to be urgently filled with employees in need of video collaboration.

Cisco Acquisition of Tandberg a Major Step in Unified Communications

October 2, 2009

GLG Expert Contributor

Cisco, the Major Player in the Unified Communication World,as the convergence of technology continues to progress, we are truly seeing Voice, Video, email, and Wireless platforms merge into a cohesive singular solution.Everyday, the worlds population embraces the internet for all forms of Communication; utilizing email, voice, video, and the combination of them, in online presentations, Movies, advertisements; such various interactions of people to people, B to B, and business to people.

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