I bet they'll make at least one network management acquisition during Q1. They have all the other tech boxes ticked but they really need to move the story from "We're a network specialist" to "We'll run the network. You run the business."
I think the most important question is that will 2013 be a year in which Optical market will shrink again? The consolidation in the market is indicating that if the market expands than the major players will all benefit.
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