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Sterling Perrin
Sterling Perrin
9/6/2018 | 4:00:27 PM
Coopetition
Good analysis Ray!

It is very interesting that Ericsson chose ECI over Ciena as the 5G partner. Ericsson is indicating that ECI was filling a hole that Ciena doesn't address, but I don't think the decision was that simple. To me, it looks like Ciena has products to address the applications that ECI is addressing. I'm wondering if the decision is more to do with Ciena packet switching products competing head-to-head with Ericsson's own routing in North America.

It is probably not coincidental that ECI has minimal presence in North America.

Sterling


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