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ADVA Optical Networking
ADVA continues its revenue growth and leading position in carrier Ethernet access devices, and has captured the interest, and investment, of Juniper for optical data center solutions. However, with fierce foes, ADVA may struggle to keep up. (8/3/2010)
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Alcatel-Lucent
Alcatel-Lucent’s IP Division had its second best quarter, coming in at $343 million, a +17% year-over-year increase. Multiple wins in mobile backhaul and Ethernet service delivery, as well as a key win as AT&T’s IP domain supplier, set the stage. (8/31/2010)
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Brocade
Brocade weathered 2009 with its 60% operating margin intact, as well as a YoY revenue increase, and its MLX/XMR Series continues to offer compelling scale and density. However, it has not recently added new service provider logos. (4/14/2010)
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Ciena
Ciena, after suffering disappointing 2009 revenues, breaks out with acquisition of MEN assets, with enhancement of its existing switch, resulting in the CoreDirector FS, and with announced development of a new optical switch, the 5400 series. (3/25/2010)
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Cisco
Cisco demonstrates its transport and routing leadership with strong momentum in the IP core and edge. Continued investment in its IP NGN portfolio, such as its ASR 9000, carrier-grade IPv6 and ONS 15454 MSTP enhancements, will insure success. (8/2/2010)
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ECI Telecom
ECI offers an integrated portfolio of access, transport and switching products under its 1Net framework, supplemented with a recently-enhanced suite of professional services, but giant competitors threaten areas where ECI has strong customer base. (6/30/1010)
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Ericsson
Ericsson maintains one of the most complete carrier routing and transport portfolios on the market today. Nevertheless, the fact that nearly all of the gear has come via acquisition in the past three years gives the portfolio a disjointed feel. (3/3/2010)
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Extreme Networks
Extreme’s solutions enable service providers to deploy a wide range of high-performance 10 GbE and 100 GbE-ready Ethernet transport solutions and to support growing video traffic demand, based on ease of operation and proactive service management. (8/27/2010)
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Force10 Networks
Force10 adds high density Ethernet interfaces to its ExaScale E-Series routers and closes its long standing MPLS capabilities gap; enabling its Ethernet switches to compete in carrier Ethernet applications? (6/22/2010)
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Fujitsu
Fujitsu has achieved a leading position in the North American optical market due to its MSPP, metro WDM, and P-OTS sales to RBOCs. However, it has very little “rest of world” presence and is quite dependent on its partners to fill in product gaps. (8/4/2010)
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Huawei
Huawei moves into the top market position in optical and the third slot in carrier routing based on a banner year of building out 3G services in China and new penetration into other markets. Can it sustain its rate of growth and profitability? (6/10/2010)
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Infinera
After years of revenue growth, Infinera suffered a decline in 2009, as did most of the industry. Regardless, the company announced some key customer wins and a new edge product, the ATN. However, delays in its 400G PIC development are troubling. (4/5/2010)
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Juniper Networks
Juniper grows its service provider business in all geographic segments by 21% YOY, showing growth in MX 3D edge router and mobile security wins. Juniper landed as an AT&T domain supplier for the IP/MPLS/Ethernet/EPC domain, a cherished position. (8/24/2010)
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NEC
As it strives to hold onto its base of large North American customers with 100G technology, NEC seeks recognition by leveraging its microwave strength and employing a useful resale arrangement to place new products into a broader market. (4/15/2010)
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Nokia Siemens Networks
NSN continues to position itself as an end to end solution provider with a full slate of solutions ranging from mobile to fixed line; in recent quarters it has generated positive financials via expense reductions and solid execution. (8/2/2010)
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Tellabs
Tellabs’ focused growth strategy resulted in improved overall gross margins for its product and services revenues, ending 2009 with a strong showing despite a falloff in the sales of legacy products such as the venerable 5500 and 1600 OTN lines. (3/31/2010)
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Transmode
Transmode touted Q4 2009 as the company’s best quarter ever, indicating its strategy of developing targeted, cost effective solutions is working. However, stiff competition awaits Transmode as it strives to expand into mobile backhaul. (4/6/2010)
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ZTE
ZTE began 2010 with a new suite of carrier transport and routing solutions aimed at partnering with service providers to deliver end-to-end solutions and satisfy mainstream Internet applications; however, there are a lot of moving parts. (6/9/2010)
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