Alcatel-Lucent
Alcatel-Lucent’s IP Division continues to gain traction by transforming IP networks from single service to multi- service and away from best effort routing. It is a growth engine for the company, with record sales achieved again in Q3 2008. (10/31/2008)
Axerra Networks
(8/12/2008)
Ciena
Increased sales of Ciena platforms such as the CN 5060 and CN 3000 and the addition of the World Wide Packets portfolio will help raise its profile, but Ciena still lags leading competitors in the carrier Ethernet market. (8/28/2008)
Cisco
Cisco dominates the carrier router market with its continuously enhanced IP NGN portfolio. Recent developments in IPoDWDM as well as 100G Ethernet testing promise increased capacity and cost-saving in supporting video- driven traffic increases. (9/18/2008)
ECI Telecom
ECI’s 9000 series carrier Ethernet switch routers (CESR) is gaining initial traction in a variety of regions and deployment scenarios. Its best opportunity is its transport installed base, as part of an SDH to carrier Ethernet migration solution. (10/17/2008)
Ericsson
Ericsson has maintained Redback’s market traction since its acquisition last year, growing share and delivering new products in key segments. Strong in the IP edge, it looks to catch up to rivals in the carrier Ethernet segment. (9/17/2008)
Extreme Networks
Extreme adds PBB-TE to MPLS gateway to support end-to-end interoperability with established MPLS edge routers, with new Soapstone partnership it can now deliver a fully managed PPB-TE solution; however T1 carrier interest remains somewhat elusive. (11/18/2008)
Force10 Networks
Force10 has gained significant traction with the E-Series product in ISP, enterprise, data center, and research network customers, but it remains an Ethernet switch company competing mainly with large, end-to-end solution providers. (9/19/2008)
Foundry Networks
Foundry continues to broaden and enhance its NetIron platforms to address next-generation requirements for carrier Ethernet switching, capturing the third market share position in carrier Ethernet access and aggregation according to SRG. (8/20/2008)
Huawei
Huawei’s router and switch product line now includes a multi-chassis terabit solution, adding to its efforts positioning for mobile backhaul, Carrier Ethernet and IP- MPLS market segments. As ever, more references outside of China are needed. (7/22/2008)
Juniper Networks
Juniper continues its strong revenue growth and increased carrier market penetration with a steady output of new products and features, including control plane advances at the system level and the new BX7000 for mobile backhaul. (9/19/2008)
Nokia Siemens Networks
In carrier IP infrastructure, Nokia Siemens Networks still needs to prove that the combination of its carrier Ethernet portfolio and its deep channel into global mobile operators will result in sustained market traction (7/21/2008)
Nortel
Nortel’s status in carrier infrastructure is in limbo since it announced it was considering selling its MEN unit. Carrier Ethernet and multiservice switching customers will pause before committing to significant new investments in its platforms. (10/20/2008)
Soapstone Networks (formerly Avici Systems)
Soapstone Networks continues to demo its PNC control plane solution to show its interoperability with standards-based OSS platforms and carrier Ethernet gear from several network vendors, but it has yet to announce any customers. (8/15/2008)
Tellabs
Tellabs has increased traction in mobile backhaul and triple play and added Ethernet functionality to its transport platforms. Revenue for data products continues to grow, but the company must direct its investments into growth areas carefully. (10/17/2008)
|
Available Company Advisors 
