"We're really bringing the focus back to our core business," he says. "We are unlocking the shareholder value, but the whole strategic rationale behind this is that we are not exiting the DSL business, we are committed to the DSL business. But going alone is not our strategy."
But if Cabletron's core offering is the SmartSwitch Router, analysts say the company has its work cut out, given the dominance of Cisco in the market and the cutting-edge technology from start-ups like Juniper.
"So what is their telco/ISP/ carrier strategy?" asks Craig Johnson, principal of The Pita Group in Portland, Ore. "If it is just routers then they are fighting a losing battle in the longer run."