Microwave Gets Respect
"In the past, it was a last-resort technology," says Amir Zoufonoun, CEO of Exalt Communications Inc. "You went to the phone company and got leased lines, or you had the luxury of building your own fiber network."
It's not like microwave has gone unnoticed. A webinar hosted last year by Unstrung Insider analyst Gabriel Brown pinned the microwave market at $4 billion a year, with a 70 percent market share in point-to-point backhaul links.
But microwave wasn't loved. Hence, Zoufonoun's comment. (For more on Exalt, see Exalt Beams Up Microwaves.)
Ethernet vendors see huge opportunity in the increasing bandwidth needs of operators, but Zoufonoun thinks the trend is tilting things in microwave's favor, especially as that technology starts using gigabit ports. (See Exalt Intros GigE Backhaul.)
It's a story I'm hoping to follow up later. This week is too impacted, with the Brocade Communications Systems Inc. (Nasdaq: BRCD) analyst day and Light Reading's ATCA conference (gratuitous plug below).
— Craig Matsumoto, West Coast Editor, Light Reading
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