As expected, AT&T this week named Cisco among its three suppliers for the carrier’s IP/MPLS network “domain.” The other two are Juniper and Alcatel-Lucent. Read more
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Alcatel-Lucent
The choice of these three vendors makes sense. It gives AT&T plenty of options for its IP/MPLS router and Carrier Ethernet deployments.See all stories on this topic »
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Juniper Networks got back the number two position from Alcatel-Lucent which has … It has tables that cover Service Provider and Enterprise Router income, …
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New data on the state of the Ethernet-switching market surfaced yesterday and today.
First, Dell’Oro Group reported that the Ethernet-switching market grew sequentially at a 20-percent clip in the fourth quarter of 2009. As a result, Cisco, HP, and Juniper were said to have added $600 million in incremental revenue.
Said Alan Weckel, [...]
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… carrier and data center networks, Infonetics Research, said: "The top two vendors in the service provider router space, Cisco and Juniper, together went …
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Strong sales of IP edge routers helped drive worldwide revenue of routers and switches 17 percent in Q4 09. However compelling the fourth quarter was, it could not prevent a 12 percent decline to $11.1 billion for the year.
Not surprisingly, the ongoing decline in sales of multiservice ATM switches–a segment that has continued to decline for multiple quarters–was a major contributor to the downward trend.
In 2009 there were various positional shifts amongst the router/switch vendors. Cisco and Juniper may have continued to lead the market, but their market share dropped from 69 percent in 2008 to 59 percent in 2009, while Alcatel-Lucent and Huawei increased share. At the same time, Tellabs’s focus on the wireless sector enabled it to beat out Ericsson and be listed on the top five switching/routing vendor segments for the first time.
“All six of the top router vendors posted strong double-digit revenue increases in the fourth quarter, and we expect modest growth in the router segment to continue in 2010 as carriers carry out fixed-mobile convergence strategies for their router networks,” said Michael Howard, co-founder and principal analyst for carrier and data center networks at Infonetics Research in a release.
On the regional front, Asia Pacific stood out with 19 percent year-over-year growth in IP edge and core router revenue. Infonetics attributes growth in Asia-Pacific to the Chinese government’s aggressive telecom stimulus and reorganization of its top service providers.
For more:
- see the release here
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Let the core routing upgrade wars begin.
Entering the core routing networking ring is Juniper with a new capability that will enable customers to upgrade their existing T-Series routing gear to support 250 Gbps full duplex slot capacity. Leveraging a new in-house chipset design, Juniper says the upgrade will be able to deliver 4 Tbps of capacity in a half-rack system.
Available for purchase early next year, the proposed upgrade is likely the first attack on Cisco’s proposed MSC 120 core router that claims to support 120 Gbps per-slot. It would also surpass core networking platforms from both Alcatel-Lucent and Huawei–who have advertised support for 100 Gbps per-slot capacity.
For more:
- see the release here
- LightReading has this article
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It’s not easy being purple. At least that’s what Extreme Networks (known for its purple colored packaging) is probably feeling these days as the company, which is facing a tough battle to gain a stronger foothold in a market dominated by both Alcatel-Lucent, Cisco and Juniper, decided to not only ask its current CEO to step down, but also let 70 of its workers go.
This effort, as reported in FierceTelecom’s sister publication FierceOnlineVideo, will help “create an operating model that will position Extreme Networks for sustained profitability as quickly as possible.”
Mark Canepa, who has been with the company since 2006, will remain on board at Extreme to assist recently appointed CFO Bob Corey take on the Acting CEO role before Extreme finds a permanent replacement. From the looks of it, Canepa is not the only major executive to be shown the door. Extreme also did away with the chief counsel job that was held by Robert Shlossman, a position that appears will now be handled by current VP Diane Honda.
Although Extreme has not officially reported its current earnings, the company projected they would fall below the $14.4 million of Wall Street expectations.
For more:
- see the FierceOnlineVideo article
- Network World has this article
- see the release
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… Juniper and Cisco are all based on a similar approach, through which a 100 GbE services card will plug into a core router to begin delivering 100 GbE …
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Finalists include: This award is given to the network equipment supplier that is shipping the best Carrier Ethernet switch and/or router infrastructure …
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Given all of the troubles Nortel has had over the past year–a tale that saw not only the recent resignation of the CEO meant to turn things around and an ongoing garage sale of its assets–it’s a bit ironic that carriers cite the company as their optical vendor of choice. According to Infonetics’ Optical Equipment Vendor Ratings: Global Service Provider Survey, which polled leaders at major carriers in EMEA, North America and Asia Pacific, Nortel still leads the 40/100 Gbps optical vendor market. Highlights of Nortel’s 100 Gbps drive include a recent trial with Australian incumbent operator Telstra.
Also making the list were ADVA, Alcatel-Lucent, Ciena, Cisco, Ericsson, Huawei, Infinera, Juniper, Mintera, NEC, Nokia Siemens Networks and StrataLight/Opnext. Service providers rated eight optical equipment vendors (Alcatel-Lucent, Ciena, Cisco, Ericsson, Huawei, Nokia Siemens, Nortel, and Tellabs) on eight main attributes: technology, product roadmap, security, management, price-to-performance ration, pricing, financial stability and service and support. One of the highlights of the survey was that carriers rated Huawei third for service and support, which are typically weak areas for the Chinese vendor.
For more:
- see the release here
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I looked at the Starent acquisition through a Cisco prism earlier today, trying to fathom what it might suggest about the networking giant’s subsequent moves to capture its fair share of the mobile-video opportunity.
What about Cisco’s (and Starent’s) competitors? How are they affected by the deal?
Eric Savitz at Barron’s Tech Trader Daily quotes [...]
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Fresh with a major customer win from Qwest Communications, Alcatel-Lucent has now unveiled a new converged IP/Optical backbone network solution that it says will help service providers keep up with the insatiable demand for Internet-based video and high-speed business services (tele-medicine and video surveillance). Alcatel-Lucent thinks that instead of just slapping in a new core router–a costly exercise–service providers should leverage a converged IP/Optical backbone that integrates IP and optical transport. With this converged approach, Alcatel-Lucent claims they can save service providers 30 percent in Capex costs in addition to lower power, space and operational costs.
An integrated control plane between the optical and IP layers is a key component to Alcatel-Lucent’s strategy. By taking this approach, the solution can improve service provisioning time as well as increase network capacity with support for 40 and 100 Gbps data plane speeds. In addition, Alcatel-Lucent will offer an integrated network management approach that will provide network visibility across both the IP and optical domains to a carrier’s designated Network Operation Centers (NOCs.)
While other packet optical network service players including Cisco, Ciena, Fujitsu and Juniper will likely downplay Alcatel-Lucent’s approach, having a major customer endorsement from Qwest gives Alcatel-Lucent an initial proof point for the new offering.
For more:
- see the release here
Related articles
Qwest takes the 100 Gbps challenge
Verizon eyes long-haul optical overhaul
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After a brief courtship, Juniper Networks and Nokia Siemens announced this week that they have received regulatory approvals for Carrier Ethernet Solutions BV, their new Carrier Ethernet venture. Located in Amsterdam, the newly formed company will sell its wares to carriers with wireless backhaul, business and residential broadband network needs. This is the second major venture the two companies have put in place, as they announced a joint effort to create optical interfaces to optical networking and components in June.
Juniper will take the lead role in the venture, as it is funded by the two companies on a 60/40 split, but the management structure will incorporate a mixture of NSN and Juniper executives. John Stewart, who served as the VP and general manager of Juniper’s Mobility and Circuit Emulation Business unit, will lead the joint venture, and Ton van den Boom, a senior manager in NSN’s financial division, will serve as CFO. In addition, Manoj Leelanivas, who was Juniper Networks’ vice president and general manager of the Edge and Aggregation Business Unit at Juniper Networks, will chair the company’s advisory board.
Set on fulfilling the service provider’s need for Carrier Ethernet Services Routing, the joint product set will incorporate Juniper’s MX Series Ethernet Services Routers and NSN’s A-Series Carrier Ethernet Switches and management system.
For more:
- see the release here
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Alcatel-Lucent, NSN-Juniper pursue Carrier Ethernet opps
Juniper, NSN team for IPoDWDM-like effort
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