Video Conferencing Consolidation in Full Swing

Ever since I first covered Polycom (NASDAQ:PLCM) two years ago, I have speculated about consolidation in the sector. Videoconferencing has gained importance due to globalization, offshoring, the financial crisis and the attendant recession, and the need to save more in travel dollars. Now there is a flurry of acquisition activity and consolidation in video conferencing which

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Cisco, Juniper, and Acquisitions

Yesterday, Cisco announced a strong quarter, and rival Juniper also reported a strong quarter recently, signaling early stages of recovery in the industry. While last month Cisco announced plans to acquire four companies, including Tandberg and Starent, Juniper says that it will focus on organic growth. Let’s take a closer look.