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IP Services Infrastructure
Telecom Infrastructure
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IP Services Infrastructure
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Companies Competing in the Market
(Guide to Company Ratings)
Company Current Perspective Vision
Acme Packet Very Positive Positive
Alcatel-Lucent Neutral/Positive Neutral/Positive
AudioCodes Neutral/Positive Neutral/Positive
BroadSoft Positive Positive
Cisco Neutral/Positive Neutral/Positive
Comverse Neutral/Positive Neutral/Positive
Ericsson Positive Positive
GENBAND Neutral/Positive Positive
Italtel Neutral/Positive Neutral/Positive
MetaSwitch Positive Neutral/Positive
NextPoint Neutral Positive
Nokia Siemens Networks Neutral/Positive Neutral/Positive
Nortel Neutral/Positive Positive
Sonus Networks Positive Positive
Sylantro Systems Positive Positive
Taqua Neutral/Positive Positive
Tekelec Neutral/Positive Neutral/Positive
Thomson (Cirpack) Neutral/Positive Neutral/Positive
Veraz Neutral/Positive Neutral/Positive
Company Advisor Report Excerpt
(List of available reports)
Company
Report Updated
Italtel 11/14/2008
Company Strengths and Weaknesses
Excerpt from Company Strengths
• Italtel is Telecom Italia’s primary equipment provider, which ensures that the vendor will be well positioned to receive long-term contracts from Telecom Italia and affiliates.
Excerpt from Company Weaknesses
• Italtel’s lack of a wireless infrastructure portfolio puts it at a competitive disadvantage in the fixed-mobile convergence market and in the speedy development of important IMS functional modules, such as the Call Session Control Function (CSCF).
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Acme Packet
Though Acme Packet officials were forced to scale down previous outlooks for calendar year 2008, the company’s concentration on expanding its product portfolio will position the company to take advantage of developing market opportunities in 2009. (9/16/2008)

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Alcatel-Lucent
With the rationalization of its NGN and IMS portfolio behind it and a change in leadership, Alcatel-Lucent is in a strong position to capitalize on an expected pick up in the IP transformation market in 2009. (9/15/2008)

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AudioCodes
AudioCodes’ expansion through acquisitions’ strategy, executed over the past couple of years, has turned the corner yielding profitability and outpacing market growth, pushing AudioCodes toward a sustainable position of growth and profit. (10/31/2008)

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BroadSoft
Making adjustments to better compete in a constantly evolving hosted telephony application server market, BroadSoft is opening up its technology to a universe of developers of business and personal applications. (8/7/2008)

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Cisco
As VoIP gets absorbed into the service delivery of the future and becomes a mainstream deliverable for carriers, Cisco will be challenged to provide the equipment for enabling carriers to deliver new and traditional services simultaneously. (7/31/2008)

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Comverse
With the addition of an HSS partnership, Comverse continues to differentiate its offering from competitors through the strengthening of its end-to-end solution proposition. (8/15/2008)

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Ericsson
Though Ericsson is arguably the early leader in the number of IMS deployments, this distinction puts added pressure on the company to maintain its momentum as Tier 1 service providers begin to take a more measured approach to IMS adoption. (7/2/2008)

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GENBAND
GENBAND reverses direction and divests itself of its M6 Communications Application Server. This is part of the company’s effort to position GENBAND as the media gateway vendor of choice for fixed and mobile applications. (9/17/2008)-

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Italtel
Like most of its rivals, Italtel is embracing the Web 2.0 model. Where the company differs, however, is that it is focusing on empowering service providers to capture enterprise business, rather than consumer. (11/14/2008)

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MetaSwitch
MetaSwitch’s win at EMBARQ shows it can compete against its larger industry rivals in fair and open competition by delivering a turnkey NGN solution that includes the IP infrastructure as well as an SDP and professional services. (9/16/2008)

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NextPoint
Following through on strategic initiatives first revealed at the formation of the company, NextPoint streamlined much of its organization – especially on the fixed side – to focus on emerging opportunities in the mobile session management space. (9/17/2008)

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Nokia Siemens Networks
Nokia Siemens Networks seems to have actually executed on its merger of equals without major loss of market momentum, reporting good results based upon revenue and market share and still on track to deliver on its EUR 2 billion of cost synergies. (11/10/2008)

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Nortel
Nortel continued to maintain its number one position in service provider VoIP/IMS infrastructure revenue through 2007, according to Synergy Research Group. However, the overall trend for the company’s packet-voice business is in decline. (7/30/2008)

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Sonus Networks
Through product, diversification, and technology enhancements aimed at wireless service providers and geographic diversity, Sonus is looking to widen its available market in the hopes of achieving sustainable profitability and a leading position. (8/12/2008)

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Sylantro Systems
Though Sylantro has maintained its traditional revenue numbers and market position through the first half of 2008, the company has been largely inactive in terms of publicly-announced enhancements to the Synergy platform. (9/16/2008)

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Taqua
Taqua, having been sold twice in its not too distant past, has re-emerged as a small private entity looking to re- establish itself as the premier supplier of Class 4/5 replacement solutions. It is off to a good start, with several wins this year. (7/14/2008)

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Tekelec
With carriers looking to adopt IMS in an incremental and measured fashioned, Tekelec’s focus on strengthening SIP and offering mediation and orchestration capabilities now looks prescient. (7/17/2008)

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Thomson (Cirpack)
Though Thomson is in an advantageous position to realize revenue growth in emerging sectors of the industry, such as IPTV and FMC, delays in the implementation of IMS will push back some opportunities in this space into 2009. (7/11/2008)

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Veraz
Having turned profitable in 2007, the first time since going public, Veraz needs to keep the momentum going throughout 2008 by adding to its customer base through geographic expansion and maximizing the revenue from the installed base. (9/17/2008)

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. Company Advisor Report Contents
  • Sections
    • -Company Description
    • -Current Perspective
    • -Company Market/Sales Strategy
    • -Company Strength
    • -Company Weaknesses
    • -Recommended Competitor Action
    • -Recommended End User/Customer Actions

    Page count: 5-6 pages

  • Publication date: See date at end of summary.
          Reports are updated three times a year

  • Description of Sections
  • Company Description
    • Up-to-date look at what markets the company competes in and what it brings to those markets. Coverage includes: main product lines, important partnerships, key clients, recent sales wins.
  • Current Perspective
    • Our analysts give their assessment on whether or not the company has the technology, products & services and management team needed to compete in its markets.
  • Company Market/Sales Strategy
    • What are the company’s value proposition and key differentiators. How it positions itself in the market, and against its competitors. And what are its target audiences.
  • Company Strengths & Weaknesses
    • Unique tactical competitive analysis based on the specific tactics that a company is using, and in-depth analysis of its products and capabilities
  • Recommended Competitor Actions
    • Who are the company's main competitors, and what actions we can expect from each competitor or the market at large.
  • Recommended End User/Customer Actions
    • How customers (either end users or purchasers of this product for resale/bundling) should view the company. Should customers consider purchasing products/services from this company? What specific actions or questions should the customer pursue during negotiation phase?

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. Guide to Company Ratings

Current Perspective

Overall company assessment relative to competitors across all markets in which they compete.

Very Positive: Company has strong position now, or on way to certain success if continue to execute as planned. Leader in multiple areas (e.g., product quality, market share, distribution channels, lower cost)
Positive: Positive opinion on firm, technology, products/services and/or management team. Well-positioned now and could be strong competitor in the near future.
Neutral: No strong opinions regarding the company. Can occupy niche or segment that is relatively stable.
Negative: Losing ground in multiple areas, must take corrective actions immediately in order to prevent total failure (e.g., bankruptcy).
Very Negative: Decreasing sales, slipping market share, delayed product or services cycles. Can’t overcome current problems within the next 12 months.
Status

Relative position of the company against its competitors.

Mature: In business long enough to have legacy product/ service base, and stable customer base.
Established: Stable product and/or service base – and stable customer base – can survive market turmoil.
Emerging: Delivering actual product but still a relatively small player in the market.
Startup: Pre-product or service.
Momentum

General direction of the company relative to others in the industry.

Very Positive: Quickly establishing a market-leading position in both sales and industry-buzz.
Positive: Gaining market share, gaining positive perception among market watchers (investors, customers).
Neutral: Holding steady, no real gain or decline in market movement.
Negative: Beginning to lose market share and market leadership (perceived or actual).
Very Negative: Steep decline in market share or industry leadership (perceived or actual).
Future Vision

How well the company understands the direction of the market, including customer requirements, business and social changes and innovation.

Very Positive: When company talks, market listens carefully. Offers innovations consistently and management team respected for ability to shape markets.
Positive: Clearly communicates overall vision and plans for the market, occasionally offers ground-breaking direction to the overall market.
Neutral: Neither market leader nor follower, company’s communication of vision is uninspiring.
Negative: Poor communication and/or execution of strategic vision. Changes “vision story” frequently, appears indecisive on how to approach market(s).
Very Negative: Consistently follows the market leaders, fails to communicate strategic vision, very little understanding of customer and market requirements.

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All Markets
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U.S. Wireless Research Portal
Wireless Services - U.S.
Mobile Devices
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Wireless Services - Europe

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