Pace Plc Share Discussion Threads

[andyble] 10/10/2017 18:08

... just to add on how significant this is from that same article :-
"For Arris, the acquisition of the Ruckus assets in particular is critical to the company's plan for future growth. The Ruckus portfolio opens up new doors for Arris outside of the cable market in both the wireless industry and in the previously untapped enterprise sector."

[andyble] 10/10/2017 17:33

Thanks mbhesms, I missed that Mari Silbey article. I still think it is the CFIUS workload and them needing to protect their anatomies from trumping. If B/B fails then Brocade may be on a path to breakup anyway and like Extreme we may see Arris hive off their target Ruckus in any event.

[mbhesms] 10/10/2017 16:07

NB: This news story is dated 4 October 2017

Headline: Is Trouble Brewing for Brocade, Broadcom?

Link:

Quote: In June, Brocade Communications Systems Inc. (Nasdaq: BRCD) agreed to sell off some of its government contracts to Hitachi Data Systems (HDS) , a move that was presumably designed to assuage CFIUS concerns about foreign control of an American company. (Broadcom Corp. (Nasdaq: BRCM) is incorporated in Singapore.) However, it now appears that that decision may not have been enough to put regulators' minds at ease.

Commentary: The respected Mari Silbey adds a little (the HDS deal) to the tenebrous tea leaves.

[freddie01] 10/10/2017 12:17

The Night Skies Over Finland & Iceland Saturated with Stars Photographed by Mikko Lagerstedt






Abstract sunset, Wellington, New Zealand | sunjin lee



On the edge of mist

By Nathaniel Merz



Sebastien Gaborit









French Alps, Italy ~ Daniel Metz

[freddie01] 08/10/2017 10:31

Rifugio delle Odle , Italy



Casa Batlló, Barcelona.



This is a valley in Brescia (Italy), called “val trompia”.



The exact moment when lightning strikes water!









Sigiriya - ancient palace located on a massive column of rock nearly 200 metres (660 ft) high, Sri Lanka. Built by King Kasyapa (477 – 495 CE), later used as a Buddhist monastery until the 14th century.




White Sands, New Mexico.



Monument Rocks, Kansas.



Earth and Moon



Bol, Brac, Croatia



Erice Castle, Sicily, Italy.

[freddie01] 07/10/2017 08:35

Orta San Giulio, Piemonte, Italy by Tizi@no56





Mongolian ibexes… they live on the edge.









Lake Achen in Tyrol, Austria



Berchtesgaden, Bavaria







Lucerne, Switzerland (by Zsolt Czillinger)












You can cage dive with some Great Whites in Guadalupe Island ???? Via Globe Trotter Travel

[freddie01] 06/10/2017 08:35

Carrbridge, Cairngorms, Scottish Highlands, Scotland, UK



Dawn’s Pink Light, Bryce Canyon
Kaynak: justemoinue2



This Is Getting Cirrus by SkyeWeasel









Sun reflecting of the railroad tracks by Raymond Cunningham

[freddie01] 06/10/2017 08:34

Dunster High Street…. by Jenny Parry



Sunset from the Castle of Monolithos ~ Rhodes, Greece by Dimitris Koskinas



morning flight ~ By Jean-Michel Priaux







Taken below Larnachs Castle in Dunedin, New Zealand.



The Stairway



Seljalandsfoss

[freddie01] 05/10/2017 07:46

Dorset, United Kingdom | by Joshua Cowan























Alger

[mbhesms] 04/10/2017 10:37

Headline: Partners Feel Frustration As Broadcom's Acquisition Of Brocade Faces More Delays

Link:

Quote: "I mean, will this ever end? ..."

Quote: Under the new agreement, Brocade now anticipates the acquisition to be completed by Nov. 30.

[mbhesms] 03/10/2017 14:44

Broadcom SEC Filing : 10/03/17 8-K Report of unscheduled material events or corporate event

Link:

Quote: On October 2, 2017, following continued discussions with the Committee on Foreign Investment in the United States (“CFIUS”), the parties withdrew and re-filed their joint voluntary notice to CFIUS under the Defense Production Act of 1950, as amended, a second time to provide CFIUS more time to review and discuss the proposed Merger. CFIUS has agreed to proceed directly to a 45-day investigation period, which will commence on October 4, 2017 and will conclude no later than November 17, 2017.

Commentary: ... ... ....'. ....

[mbhesms] 03/10/2017 14:32

Press release: BROCADE PROVIDES UPDATE ON PROPOSED BROADCOM ACQUISITION

Link:

Quote: SAN JOSE, CA -- (Marketwired) -- 10/03/17 -- Brocade® (NASDAQ: BRCD) today announced that, following discussions with the Committee on Foreign Investment in the United States ("CFIUS"), Brocade and Broadcom Limited withdrew and re-filed their joint voluntary notice to CFIUS to allow more time for review and discussion with CFIUS in connection with the proposed acquisition of Brocade by Broadcom. CFIUS has agreed to proceed directly to a 45-day investigation period, thereby shortening the customary 75-day CFIUS review period.

Commentary: *"&%!)%$£"£%%^"£$!!!

[mbhesms] 03/10/2017 14:32

Press release: ARRIS Statement Re: Ruckus Acquisition, Following Broadcom's CFIUS Refiling

Link:

Quote: SUWANEE, Ga., Oct. 3, 2017 /PRNewswire/ -- As previously announced, ARRIS's agreement to acquire Brocade's Ruckus Wireless and ICX Switch business from Broadcom is contingent on Broadcom closing its acquisition of Brocade. The refiling of Broadcom's notice with CFIUS delays the closure of ARRIS's deal, but ARRIS remains committed to our acquisition and associated strategy.

Commentary: Plus ça change ...

[andyble] 03/10/2017 14:21

... so another 45 days for CFIUS to handle the workload it seems !!!

[freddie01] 03/10/2017 11:17

JPC Van Heijst, has probably the most awesome office on the planet. Being the first officer with Cargolux, Van Heijst flies Boeing 747s around the world: “Seeing the entire world in my job, I feel privileged to be in a position to capture many different parts of the planet through my camera and immortalize the beauty of the places I visit,” he told Daily Mail.







This is from Tongariro National Park, a park on New Zealand’s North Island.







La Pertusa - Àger | jorge6030

[bashor] 02/10/2017 21:15

Let's hope it's buy into the incremental EPS, after all we need a little luck

[andyble] 02/10/2017 15:16

Today is the day when CFIUS declares outcome of Broadcom buying Brocade and so if Arris buys Ruckus. The market seems to be placing its bets. Will it be a case of sell on the news or buy into the incremental eps I wonder.

[freddie01] 02/10/2017 14:21

Aerial Landscapes by Henry Do

Three years ago, a GoPro photograph of the tallest building in the world, the Burj Khalifa in Dubai, went viral and changed the course of Henry Do‘s life. Since then, the Las Vegas-based photographer has taken to the skies all over the world. Do bought his first drone back in 2015. He got his second drone a week later. Last fall, he told Full Drone that his favorite photograph was one he’d taken on the coast of Oahu, Hawaii. This post gathers together a number of his incredible images including Yellowstone National Park, Monument Valley and the Hawaii’s amazing landscapes.

[freddie01] 01/10/2017 09:17

The MacWay Waterfall can be found inside Julio Pfeiffer Burns State Park, about 37 miles south of Carmel. California USA

[mbhesms] 29/9/2017 17:45

Headline: Breaking Down John Malone’s Investments, Company by Company

Link:

Quote: John Malone’s potent mix of cable and media investments has outperformed the market impressively over the years. So far, his holdings beat the S&P 500 by 64 percent in 2017 alone.

Commentary: This analysis has no direct connection to Arris but John Malone controls Liberty Global who buy Arris products and has a long and significant history in the cable TV business.

[freddie01] 29/9/2017 12:37

Epic Photos From Burning Man 2017

[freddie01] 29/9/2017 12:36

The emptiness of the soul.



Beachy Head, England.

[sikhthetech] 28/9/2017 16:38

ARRIS Announces 802.11ac Wave 2-capable SGB6950-AC2 & SBG7400-AC2 Cable Modem Gateways

[sikhthetech] 28/9/2017 16:36

Arris’s McClelland to Speak at Cable-Tec Expo