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5G Transport - A 2023 Heavy Reading Survey 2023 Open RAN Operator Survey Coherent Optics at 100G, 400G, and Beyond Open RAN Platforms and Architectures Operator Survey Cloud Native 5G Core Operator Survey Bridging the Digital Divide 5G Network Slicing Operator Survey Open, Automated & Programmable Transport The Journey to Cloud Native
Am enthusiastic too about Foundry, wouldn't like to be a sales guy there though. BJ is ruthless.
Trapeze has some Extreme blood in them (& a good buddy) so I think they will deliver, you may be spot on.
Service Provider market is abysmal, the growth is too slow and they'd be nuts to pay much for anything. If I see another "new" edge provider switch i'll scream.