The aftermath

If this article is to be believed, Alcatel/Lucent merger is going to have some far reaching effects. Excerpt below:

Nortel's new CEO, Mike Zafirovski, until recently the No. 2 executive at Motorola, could be looking to bulk up his company's offerings.

On his menu could be names like Juniper, Ciena, Tellabs, Sonus Networks and Foundry Systems.

Mark Sue, analyst with RBC Capital Markets, thinks that Extreme Networks, 3Com, Redback Networks, Avaya, and UTStarcom, are all possible takeover candidates.