Cisco & Tandberg..but what about Silver Lake?

Yes, I know, its already yesterdays' news, but if you were trying to enjoy the great day yesterday in the Bay area, maybe you tuned out and didn't hear that Cisco has made a tender offer for Tandberg of roughly $3B

http://www.ft.com/cms/s/0/3ffd5ca8-ae52-11de-8464-00144feabdc0.html

Three years ago we all thought this was imminent and I heard rumors there were talks, but that Cisco couldn't come to terms with TAA at the time.

What I think is possible different is that this might be a defensive move on Cisco's part. Silver Lake has long been known to be putting this deal to rest and to have merged together Avaya with Tandberg along with the peice they bought from Nortel into a company that go after Cisco.

Is Cisco the spoiler? or does this make sense? It certainly does. Tandberg products have always worked well with Cisco Call Manager. Sure, there is some overlap in product sets, but Cisco typically feels no remorse killing product lines. I think all of TAAs products work well..I can't see anything getting killed. But..who knows how that will line up.