This week is also a big Sales meeting for Cyclades, so that’s one reason
that folks may not have heard from their Cyclades
contacts about this deal.
I listened to the streaming audio from the conference call
today, and the
Analysts asking questions seemed to know about the financial
issues, but
console services sort of eluded them. They are taking the
word of the
Avocent folks, who were being careful to NOT say anything
that might
be held against them later. (This is understandable…)
One thing that caught my attention was some write-downs of
costs related
to R&D costs for in-progress products. (So, there seem
to be some Cyclades
projects/products ‘in the oven’, which should
continue baking until they are
ready, versus being scrapped. At least, that’s what I
read into this news.)
Avocent picked up Equinox, but hardware didn’t help
much. Cyclades has
been selling many more CSs in the market, so this seems to
be how you
buy more market share. The call also points out the positive
aspects,
where the two companies compliment each other…on the
surface, this
all looks well and good. Only time will tell how this will
all shake out.
Cross your fingers,
-Zonker-