Light Readers Torn Over Policy Decisions
Rhode Island-based Tazz Networks Inc. and Ottawa, Canada-based Bridgewater Systems Corp. drew both skepticism and approval of almost half of the 350 or so people who completed the poll (see LR Names Top Ten Privates).
The results underscore the contention that policy management is one of the hottest technology topics in telecom today for carriers delivering more and more IP services over their networks. Now that broadband is becoming more ubiquitous, carriers have an immediate need to manage bandwidth and control access to services (see Bridgewater Revenues Up 43%).
But the jury may still be out on the cost-effectiveness of policy management solutions provided by the likes of Tazz and Bridgewater, or perhaps the profitability in selling the technology.
Last week’s poll asked readers which Top Ten companies were overrated, and which might reach some form of liquidity event first.
Almost a third of the polltakers -- 106 people -- felt that Tazz, currently holding down seventh place, doesn’t belong on the list.
Tazz CEO Andy May chalks that result up to the grousing of other Top Ten wannabes (see Tazz Welcomes May in June). “I think you can explain that by all the people that didn’t make the list -- that’s who’s voting against us,” May says. “It’s probably the number 11 through number 19 companies that are bitter about being left out.”
Bridgewater Systems also took some fire, as 19 percent of our polltakers think the company, currently seated in fourth place in the Top Ten, shouldn’t be listed.
But many of our readers feel just as strongly in favor of Tazz and Bridgewater. The duo drew the most votes in the poll’s second question: Which company will reach liquidity first?
Of the 345 people who answered that question, 72 (20 percent) felt Bridgewater would reach a liquidity event soonest, while 56 (16 percent) believe Tazz is the company-most-likely.
Tazz began developing broadband policy management solutions four years ago. The company's product is now being pre-integrated into 's (Nasdaq: CSCO) metro gear, and is set to figure in 's (NYSE: BT; London: BTA) 21st Century Network (see BT's 21CN: Metro Partners Under Wraps ).
Bridgewater has been around since 1997 with little more to brag about than just surviving. But its market seems to be heating up; the company says it's had five consecutive quarters of profitability and believes more are on the way (see Bridgewater Revenues Up 43%). The Bridgewater software is now being baked into key Alcatel (NYSE: ALA; Paris: CGEP:PA) platforms such as the 7750 and 7450 routers.
— Mark Sullivan, Reporter, Light Reading