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vsomanv 12/5/2012 | 4:07:22 PM
re: After Verizon, What's Starent's Next Move? Do you have a Verbatim Transcript of the Ashraf Dahod session, that you could post it out here..

could be handy for guys who are in the Broadband underserved areas..
vsomanv 12/5/2012 | 4:07:22 PM
re: After Verizon, What's Starent's Next Move? Verizon would remain a strong customer for Starent - primarily due to stratent's strong ST product. However you could see the % contribution decreasing, not necessarily in absolute terms..
Starent will start building new customers and slowly increase their spots on the map..

They have begun rampup in Indian market as well.. 3G in India can see some Packet Core wins..
A strong OEM partnership could help Starent.. Ericsson has Redback, and ALU has SR systems of their own..
This leaves them with NSN, as others are minnows in this game.
(Huawei and ZTE partnership is unlikely though)

SV
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