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broadbandboy 12/4/2012 | 7:26:08 PM
re: Lucent Takes the Gloves Off Daveman writes: "... Core ATM is on the outs once again but it seems to have some life - another plus for Lucent."

Core ATM does have some life, but is it really a plus for Lucent?

A bit of history-- Lucent bought its way into the market with the $20 billion paid for Cascade. Sure, Lucent was number one, but analysts like YG say market share is in decline. Other vendors with new and improved products are getting ready to eat Lucent's lunch in both core and edge. If you're an Lu customer, nothing new is coming down the pike. The question is, how long will the big telco guys hang on to an aging installed base? Time is running out.

I'm interested in other opinions, comments.

BBboy



rjmcmahon 12/4/2012 | 7:26:06 PM
re: Lucent Takes the Gloves Off The question is, how long will the big telco guys hang on to an aging installed base? Time is running out.
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I don't think we know the answer to this yet. Technology says time ran out years ago but bw demand growth is driven by data traffic where revenue generating biz-models have their challenges.

In the case of the RRs it took a while before the major revenue generating consumable, oil, moved to optimized distribution technologies, pipelines. The irony is that John D managed to use RR rights-of-ways to build his pipelines. The next major consumable, coal, is still being transported on RRs today. (The pulverized coal pipelines never were widely adopted.)
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