ADTRAN
ADTRAN, in H1 2008, continued to garner incremental market share gains, building on the momentum established in 2007. Will H2 2008 see ADTRAN maintain this positive upward trend, as well as continue its expansion in the overseas markets? (10/15/2008)
Alcatel-Lucent
Alcatel-Lucent has a strong competitive position in the overall broadband infrastructure realm, including the capacity to manage the integration of major triple play projects and the portfolio, foundation and vision to strengthen its position. (8/13/2008)
Calix
Calix continues to make strides in the broadband access market, commanding a top-two market share position within the North America DSL access sector with more than 450 customers and asserting leadership in the BLC and GPON categories. (8/15/2008)
Cisco
Cisco possesses the product portfolio breadth and channels in key broadband infrastructure areas such as triple play and broadband mobility to sustain its market penetration efforts. Broadband access rivals need to take heed of its every move. (10/15/2008)
ECI Telecom
ECI Telecom continues to push forward in the global fixed access market, looking to leverage its presence in the ATM DSLAM market into corollary success in the IP DSLAM/MSAP and FTTP/GPON sectors on the strength of its robust Hi- FOCuS 5 portfolio. (9/4/2008)
Ericsson
Ericsson is successfully leveraging its Redback assets to address critical growth markets such as IP service edge and Carrier Ethernet, but Ericsson could still bolster its IP DSLAM and GPON momentum in the global access market. (10/15/2008)
Huawei
Huawei has solidified its strong second-place position in the global wireline access market, as well as its market leadership in the IP DSLAM and MSAP sectors. Still, the key question remains: how long can Huawei sustain its low-margin revenues? (7/22/2008)
Juniper Networks
Juniper continues to advance its IP and edge routing portfolio of solutions, providing scalable platforms to address service provider multi-play solutions, but faces sustained, effective competition from Cisco, Alcatel- Lucent, and Ericsson. (9/29/2008)
KEYMILE
KEYMILE is competitive in ETSI access markets with its technology-agnostic UMUX platform and its IP/Ethernet-based MileGate system, but it continues to face intense competition from larger European and Asian vendors. (7/21/2008)
Motorola
Motorola’s presence in the fixed access market is due almost entirely to revenues from the cable modem and headend sectors, and the telco access side, its secondary-supplier PON OLT contract with Verizon is effectively Motorola’s lone bright spot. (10/14/2008)
Nokia Siemens Networks
Nokia Siemens, although it has decided to exit the GPON sector, remains a strong contender in the global fixed access market with its acute focus on the IP DSLAM sector. In fact, this move may ensure NSN’s longer-term survival and profitability. (8/20/2008)
Occam Networks
As of Q2 2008, Occam reached the 300 customer benchmark, and is on track to generate record revenues during 2008. Occam has also expanded its geographic reach and product set (to include GPON), but can Occam get back on solid financial ground? (8/18/2008)
Tellabs
Tellabs is still #1 in the North American PON market thanks to Verizon’s FiOS build-out, but Tellabs’ termination of the 8865 OLT platform and corollary withdrawal from Verizon’s GPON roadmap limits Tellabs’ prospects in the evolving PON market. (7/21/2008)
UTStarcom
UTStarcom exhibited signs of regained IP DSLAM market momentum in 2007, outgrowing the market in terms of revenue, but despite new management and governance oversight, the company faces formidable competitors on the global broadband access scene. (10/2/2008)
Zhone
Zhone continues to generate steady revenues and market traction in the Americas on the strength of its MALC next-generation access solution set, but Zhone’s continuing quarterly losses and USD 1 billion in equity debt are an increasing liability. (10/15/2008)
ZTE
ZTE registered impressive overall annual revenue growth during H1 2008 and continues to make impressive gains within the overall broadband infrastructure realm, evidenced by a steady, top three position in terms of global DSL port shipments. (11/12/2008)
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Available Company Advisors 
