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Companies Competing in the Market
(Guide to all Company Ratings)
Company Current Perspective Vision
ADTRAN Neutral/Positive Neutral/Positive
Alcatel-Lucent Positive Positive
Calix Positive Positive
Cisco Positive Positive
ECI Telecom Positive Positive
Ericsson Positive Positive
Huawei Positive Positive
Juniper Networks Neutral/Positive Positive
KEYMILE Positive Positive
Motorola Positive Positive
NEC Negative/Neutral Negative/Neutral
Nokia Siemens Networks Positive Positive
Nortel Negative Negative
Occam Networks Neutral Neutral/Positive
Tellabs Positive Positive
UTStarcom Neutral/Positive Neutral/Positive
Zhone Neutral/Positive Positive
ZTE Positive Positive
Company Advisor Report Excerpt
(List of available reports)
Company
Report Updated

ADTRAN

6/24/2008
Company Strengths and Weaknesses
Excerpt from Company Strengths
• ADTRAN's Total Access 5000 MSAP platform supersedes the Total Access 3000 anchoring a broad array of solution set components designed for carrier-grade deployments.
Excerpt from Company Weaknesses
• ADTRAN does not currently offer VDSL2 and GPON line cards for the Total Access 5000 series, although they are on the roadmap for 2008. This takes the near-term edge off ADTRAN's assertions that the Total Access 5000 supports a comprehensive array of next-generation access technologies.
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ADTRAN
ADTRAN continues to generate solid, double-digit growth in the wireline access market, a result of its conservative, even cautious strategic vision. Will H2 2008 be more of the same for ADTRAN, or will the company take a strong delta, up or down? (6/24/2008)

  
 Price: $495

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. (4/22/2008)

  
 Price: $495

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 425 customers and asserting leadership in the BLC and GPON categories. (4/23/2008)

  
 Price: $495

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. (6/17/2008)

  
 Price: $495

ECI Telecom
ECI Telecom is now the #2 vendor in the legacy ATM DSLAM market, but as operators transition to IP/Ethernet access systems – including FTTP – ECI is vulnerable to market share and customer losses, despite the merits of its Hi-FOCuS 5 solution set. (4/28/2008)

  
 Price: $495

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. (6/24/2008)

  
 Price: $495

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, but the key question remains: how long Huawei can sustain its low- margin revenues? (3/21/2008)

  
 Price: $495

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. (5/19/008)

  
 Price: $495

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. (3/20/2008)

  
 Price: $495

Motorola
Motorola’s strength in the wireline broadband market is due primarily to its leadership in the increasingly commoditized cable modem sector, while the company continues to lose traction in the higher-margin CMTS and telco access/FTTP markets. (6/25/2008)

  
 Price: $495

Nokia Siemens Networks
Nokia Siemens, after its first full year as a new company, remains a top-three contender in the global next- generation access market. Still, even with its robust wireline broadband portfolio, NSN will have to fight hard to maintain this position. (4/29/2008)

  
 Price: $495

Nortel
Nortel’s commitment to the wireline broadband access sector remains weak, having exited strategic partnerships and the B-RAS sector. (3/27/2008)

  
 Price: $495

Occam Networks
By the end of 2007, Occam Networks counted 270 operator customers, and an expanded FTTP portfolio which now includes GPON technology in addition to active Ethernet. Despite its solid growth, Occam’s financial/corporate stability remains a concern. (4/28/2008)

  
 Price: $495

Tellabs
Tellabs remains number one in the North American PON market thanks to its primary supplier status for Verizon’s FiOS network, but as GPON surpasses BPON, there will be multiple opportunities for rivals to encroach into Tellabs customer accounts. (3/21/2008)

  
 Price: $495

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. (5/19/008)

  
 Price: $495

Zhone
Zhone continues to generate solid revenue streams and market traction worldwide on the strength of its MALC next- generation access solution set, but Zhone’s continuing quarterly losses and US $914 million equity debt are an increasing liability. (6/2/2008)

  
 Price: $495

ZTE
ZTE registered impressive overall annual revenue growth during 2007 and continues to make impressive gains within the overall broadband infrastructure realm, as evidenced by ZTE’s top three position in terms of worldwide DSL port shipments. (4/29/2008)

  
 Price: $495

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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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