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Watch: Cisco hasn’t detailed cost savings for its $2.8 billion deal for Acacia. Piper Jaffray reckons margins will double without cost cuts after its $485 million purchase of Sandler O’Neill. AntonyMCurrie and tombuerkle assess the merits of both deals.

Cisco hasn’t worked out cost savings for its $2.8 bln purchase of supplier Acacia. Wall Street minnow Piper Jaffray reckons it doesn’t need them to double margins with its $485 mln pounce for Sandler O’Neill. Antony Currie and Tom Buerkle assess the merits of both deals.

Cisco hasn’t worked out cost savings for its $2.8 bln purchase of supplier Acacia. Wall Street minnow Piper Jaffray reckons it doesn’t need them to double margins with its $485 mln pounce for Sandler O’Neill. Antony Currie and Tom Buerkle assess the merits of both deals.https://reut.rs/2S4Vn8A

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