As an investor in Ruckus, I have put together some thoughts, which I have acquired from reading the comments and from calling fellows, in the industry, who are, shall we say, in the know. And I hope this will help other investors not to make the same mistake I made in Commscope.
I have discovered two things. Number 1 is that they (meaning Arris employees) know a dirty little secret about Commscope. Except that it's no secret anymore. I understand that everyone knows it now, or so I am told.
And two is that they feel a certain misconception about Commscope's loyalty to Ruckus employees.
First, they obviously know something:
- Commscope tried to acquire Ruckus at the same time that Arris tried to acquire Ruckus.
- Arris acquired Ruckus. And Commscope lost out during the bidding process.
- Also, everybody knows that Commscope would not give up, and eventually acquired Arris to get Ruckus.
- And finally the interesting tidbits. Everybody (at Arris) thinks Commscope is going to lay off everyone at Arris and keep the Ruckus employees.
What they (Arris employees) don't seem to grasp, is this. There are a LOT more Ruckus employees leaving than the Arris employees realize. That seems to have come as a SHOCK to everyone.
Anyway, perhaps if nothing else, it's good to know you're not the unfavorable child, so to speak, anymore.
No more, "Marsha, Marsha, Marsha!"
Or in this case, "Ruckus, Ruckus, Ruckus!"