{"id":11615,"date":"2010-11-24T15:17:53","date_gmt":"2010-11-24T20:17:53","guid":{"rendered":"http:\/\/www.thedisciplinedinvestor.com\/blog\/?p=11615"},"modified":"2016-09-20T08:08:14","modified_gmt":"2016-09-20T12:08:14","slug":"acme-packet-apkt-could-cisco-csco-be-a-bidder","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2010\/11\/24\/acme-packet-apkt-could-cisco-csco-be-a-bidder\/","title":{"rendered":"Acme Packet (APKT) &#8211; Could Cisco (CSCO) Be A Bidder?"},"content":{"rendered":"<p>Acme Packet (APKT) is making money on its own, so why would there be a thought of the potential for a company like Cisco (CSCO) to put in an offer?<a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/11\/top_logo-1.gif\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-11624 alignright\" title=\"top_logo\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/11\/top_logo-1.gif\" alt=\"\" width=\"195\" height=\"69\" \/><\/a><\/p>\n<p>Perhaps it is because of many of the recent acquisitions by Cisco have been all about enhancing the capabilities and the usage of bandwidth. Voice and Video are the hotspot and Acme Packet provides the equipment just for that need. Think of your relationship with <!--more-->the internet over the past year. How much more streaming video and audio do you consume? \u00a0 How about Voice-Over-IP &#8211; Skype etc? How about video chats? This is prime ground for Cicso to be hunting and perhaps a good fit.<\/p>\n<p>Yes we like this company and hold it in <a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/mailbox\/tdi-investment-fund\/\"><strong>client portfolios<\/strong><\/a>.<\/p>\n<p><strong>Company Description<\/strong><\/p>\n<p><em>Acme Packet \u00a0 is the leader in session border  control solutions for delivering trusted, first-class unified  communications and collaboration. We enable the delivery of interactive  communications\u201d\u201dvoice, video and multimedia sessions\u201d\u201dand data services  across IP network borders.<\/em><\/p>\n<p><em>Session border control is a service  delivery architecture encompassing many different product categories.  Our Net-Net family of session border controllers, session-aware load  balancers, session routing proxies and multiservice security gateways  supports multiple applications in enterprise networks and fixed line,  mobile, over-the-top and application service provider networks.<\/em><\/p>\n<p><em>These  applications range from VoIP trunking to hosted enterprise and  residential services to fixed-mobile convergence. Our products satisfy  critical security, service assurance and regulatory requirements in  these networks and support multiple protocols\u201d\u201dincluding SIP, H.323,  MGCP\/NCS, H.248 and RTSP\u201d\u201dand multiple border points, including service  provider access and interconnect and enterprise access and trunking.<\/em><\/p>\n<p><em> <\/em>Basically, the company does wonders with a product known as session board controllers.<\/p>\n<p>From Acme: <strong>Session border controller (SBC)<\/strong><\/p>\n<p>SBCs, a rapidly growing category of network equipment, provide critical control functions to deliver high-quality interactive communications\u201d\u201dvoice, video and multimedia sessions\u201d\u201dacross IP network borders.<em> <\/em><\/p>\n<p><em>Some other info&#8230;<br \/>\n<\/em><\/p>\n<ul>\n<li>Like many companies, Acme&#8217;s earnings dipped during the recession but rebounded in recent quarters. Growth ranged from 22% to 133% during the past four quarter<\/li>\n<li>Sales growth has accelerated recently, up 65% and 35% over the last two quarters.<\/li>\n<li> Analysts see earnings rising 94% in 2010, then cooling to a more moderate 22% in 2011.<\/li>\n<\/ul>\n<p><a style=\"margin: 12px auto 6px auto; font-family: Helvetica,Arial,Sans-serif; font-style: normal; font-variant: normal; font-weight: normal; font-size: 14px; line-height: normal; font-size-adjust: none; font-stretch: normal; -x-system-font: none; display: block; text-decoration: underline;\" title=\"View APKT_11232010 on Scribd\" href=\"http:\/\/www.scribd.com\/doc\/43919841\/APKT-11232010\">Acme Packet &#8220;OneSheet&#8221;<\/a><\/p>\n<p><object id=\"doc_369640712092002\" style=\"outline: none;\" classid=\"clsid:d27cdb6e-ae6d-11cf-96b8-444553540000\" width=\"100%\" height=\"600\" codebase=\"http:\/\/download.macromedia.com\/pub\/shockwave\/cabs\/flash\/swflash.cab#version=6,0,40,0\"><param name=\"name\" value=\"doc_369640712092002\" \/><param name=\"data\" value=\"http:\/\/d1.scribdassets.com\/ScribdViewer.swf\" \/><param name=\"wmode\" value=\"opaque\" \/><param name=\"bgcolor\" value=\"#ffffff\" \/><param name=\"allowFullScreen\" value=\"true\" \/><param name=\"allowScriptAccess\" value=\"always\" \/><param name=\"FlashVars\" value=\"document_id=43919841&amp;access_key=key-2g0e0la2zz6ngcgg2m68&amp;page=1&amp;viewMode=list\" \/><param name=\"src\" value=\"http:\/\/d1.scribdassets.com\/ScribdViewer.swf\" \/><param name=\"allowfullscreen\" value=\"true\" \/><param name=\"flashvars\" value=\"document_id=43919841&amp;access_key=key-2g0e0la2zz6ngcgg2m68&amp;page=1&amp;viewMode=list\" \/><embed id=\"doc_369640712092002\" style=\"outline: none;\" type=\"application\/x-shockwave-flash\" width=\"100%\" height=\"600\" src=\"http:\/\/d1.scribdassets.com\/ScribdViewer.swf\" flashvars=\"document_id=43919841&amp;access_key=key-2g0e0la2zz6ngcgg2m68&amp;page=1&amp;viewMode=list\" allowscriptaccess=\"always\" allowfullscreen=\"true\" bgcolor=\"#ffffff\" wmode=\"opaque\" data=\"http:\/\/d1.scribdassets.com\/ScribdViewer.swf\" name=\"doc_369640712092002\"><\/embed><\/object><\/p>\n<p>Additional information from <a href=\"http:\/\/www.investors.com\"><strong>Investors.com<\/strong><\/a>:<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/11\/apkt2-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-11622 aligncenter\" title=\"apkt2\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/11\/apkt2-1.jpg\" alt=\"\" width=\"291\" height=\"208\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/11\/apkt1-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11623\" title=\"apkt1\" src=\"https:\/\/thedisciplinedinvestor.com\/blog\/wp-content\/uploads\/2010\/11\/apkt1-1.jpg\" alt=\"\" width=\"584\" height=\"367\" \/><\/a><\/p>\n<p style=\"text-align: center;\">\n<p style=\"text-align: left;\">More on APKT &#8211;&gt;&gt; Click <a href=\"http:\/\/www.thedisciplinedinvestor.com\/blog\/index.php?s=apkt\"><strong>HERE<\/strong><\/a><\/p>\n<div id=\"_mcePaste\" style=\"position: absolute; left: -10000px; top: 0px; width: 1px; height: 1px; overflow: hidden;\">\n<table border=\"0\" cellspacing=\"0\" cellpadding=\"0\" width=\"608\">\n<col style=\"width: 67pt;\" width=\"89\"><\/col>\n<col style=\"width: 17pt;\" width=\"22\"><\/col>\n<col style=\"width: 140pt;\" width=\"187\"><\/col>\n<col style=\"width: 56pt;\" width=\"75\"><\/col>\n<col style=\"width: 11pt;\" width=\"15\"><\/col>\n<col style=\"width: 22pt;\" width=\"29\"><\/col>\n<col style=\"width: 143pt;\" width=\"191\"><\/col>\n<tbody>\n<tr style=\"height: 18pt;\" height=\"24\">\n<td class=\"xl65\" style=\"height: 18pt; width: 456pt;\" colspan=\"7\" width=\"608\" height=\"24\">Acme Packet, Inc. provides session border controllers   for Internet service<\/td>\n<\/tr>\n<tr style=\"height: 18pt;\" height=\"24\">\n<td class=\"xl65\" style=\"height: 18pt;\" colspan=\"7\" height=\"24\">providers.   The Company&#8217;s products consist of hardware and proprietary software<\/td>\n<\/tr>\n<tr style=\"height: 18pt;\" height=\"24\">\n<td class=\"xl65\" style=\"height: 18pt;\" colspan=\"7\" height=\"24\">that   allow service providers to deliver interactive communications services<\/td>\n<\/tr>\n<tr style=\"height: 18pt;\" height=\"24\">\n<td class=\"xl65\" style=\"height: 18pt;\" colspan=\"3\" height=\"24\">such   as voice over Internet protocol.<\/td>\n<td class=\"xl65\"><\/td>\n<td class=\"xl65\"><\/td>\n<td class=\"xl65\"><\/td>\n<td class=\"xl65\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Acme Packet (APKT) is making money on its own, so why would there be a thought of the potential for a company like Cisco (CSCO) to put in an offer? Perhaps it is because of many of the recent acquisitions by Cisco have been all about enhancing the capabilities and the usage of bandwidth. Voice [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[5,12,42],"tags":[483,490],"class_list":["post-11615","post","type-post","status-publish","format-standard","hentry","category-economy","category-markets","category-stocks","tag-markets","tag-stocks","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/11615","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=11615"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/11615\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=11615"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=11615"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=11615"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}