Gregory Vousvounis
Value, growth at reasonable price, long-term horizon, long only

Arris Group: 2 Combined Industry Leaders Selling At A Huge Discount

ARRIS Group (NASDAQ:ARRS) recently acquired Motorola Home for $2.35 billion. Due to uncertainty concerning the outcome of the acquisition the market values the new combined company much below of what the two parts are worth.


ARRIS provides the broadband communications industry with infrastructure products, software and services that enable Multiple Systems Operators (MSOs) to build, optimize and maintain their broadband networks.

In simpler terms ARRIS provides cable operators with high-end modems and other equipment for every point of their network, from their network hubs to their customers' homes. It also provides them with software suites and other applications that help them to effectively manage and monitor their network operations and optimize their bandwidth usage.

Most of ARRIS's...

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