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Dialogic, Veraz complete merger – now what?

Dialogic (www.dialogic.com) and Veriz Networks have completed their merger.  Now that Dialogic is still, well, Dialogic, but with a new NASDAQ ticker symbol, it’ll be interesting to see what CEO/Chairman of the Board Nick Jensen and company do in the next 12 to 24 months.  It’ll also be interesting to look at the financials of the new entity moving forward.

The merged company is now HQ’ed in San Jose, former home of Veraz Networks, with former Veraz President/CEO Doug Sabella now the President and COO of the new entity.  There are about 31 million shares of Dialogic stock outstanding (floating around) as of yesterday.

Jensen has had the Big Vision about video – especially video on mobile devices – and mobile for quite a while. He was also not show about saying that size matters when it comes to working with service providers, stating those customers wanted to deal with a stable and large company with plenty of revenue that wasn’t going away overnight.

SBCs and media servers seem to be the hot tickets the analysts are plugging, with a quote out of Infonetics saying that worldwide 2Q10 revenues for the SBC market are up 27 percent sequentially and up 70 percent over 2Q09.

Needless to say, Jensen has some nice currency – NASDAQ stock – to go shopping for more things to add to the portfolio, but I don’t think he’s in any rush to go on a shopping spree anytime soon.  There are several IP communications companies that have overextended themselves and need some more cash so they can continue to operate.

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