re: BT Unveils 21CN Suppliers The BT presentations on the web suggest that the VoIP / POTS conversion happens in the MSAN. There seems to be various options, but a H.248 solution seems likely.
re: BT Unveils 21CN SuppliersYes, its the access Media Gateways that will be partly in the MSANS. But BT needs Trunk Media Gateways, and they appeared to want them upgradable to SBCs, which is why they teamed SONUS with Marconi. It is not clear where they are going now with these products.
re: BT Unveils 21CN SuppliersFrom yesterday's news, Marconi was 40% in MSAN. But today's news are totally different. I doubt if Lightreading keeps on expressing news like that, will face the same fate as Marconi.
re: BT Unveils 21CN SuppliersIs this the start of the end for Nortel as well as Marconi?
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Um, esandman, you need to get out more. This is nowhere near the "start" of Nortel's decline - that started 4 years ago. You mention Nortel's loss in optical, but do you realize that BT is just one more drop in an already over-flowing bucket! They've already lost MCI and Qwest, which were both massive optical customers for Nortel. To think they had nearly 50% market share in optical transport in 2000.
re: BT Unveils 21CN SuppliersSince it is unclear that Ericsson can provide upgradeable TMG's it would appear likely that there is still some gateway work to be awarded. Besides Sonus who can do this as a subcontractor or is it more likely that Marconi and BT will reach an agreement and snag 50% of the I-node contract... I have to believe that with the snubbing of Marconi and Alcatel's shortchange that OFCOM may revisit breaking up BT. Europeans get real nasty when it means job losses.
re: BT Unveils 21CN SuppliersJuniper won the metro through Siemens. Rumor also has it that since Juniper is deploying Matrix through LU in the core that CRS cannot do multi-chases. Juniper may have won the lion share in the core. No matter what Volpi says on, or off record the 12000 is said, to be the box that will ship. Big question is whether Cisco can eventually run the CRS silicon in the 12000. They announced the SW, but Cisco is acting like this is their first routing win in history. No Volpi, not taking back core market share in Q2, Q4. Just losing a tiny bit slower. You may be the no 2 in this deal. Looks like China Telecom to me.
re: BT Unveils 21CN SuppliersFrom yesterday's LR article: Marconi Corp. plc is "so advanced with its products and so entrenched with BT Group plc that its selection [for BT's 21CN project] looks certain," according to analysts at Dresdner Kleinwort Wasserstein.
So, I don't think these guy got enough incremental colour on their conference calls. Nice that they tried to trump the announcment by one day with some bold analysis and predictions.
Even with a good LH and HDX footprint in BT Global Services network, Nortel hasn't even managed a mention in the 21CN.
What of the next gen CPL, the OME6500, MPE.
Is this the start of the end for Nortel as well as Marconi?