Carrier routing and
switching worldwide saw a 14 percent sequential increase and a 5 percent
year-over-year increase, and is now a $3 billion market, according to
ACG Research. Cisco (Nasdaq: CSCO), as usual, topped the list of vendors with $1.52 billion in revenues, followed by Alcatel-Lucent (NYSE: ALU) and Juniper Networks (NYSE: JNPR).
Core routing remains soft as carriers moving toward 100G stay cautious
about spending, with revenues at $590 million, down 6.6 percent compared
to the same period last year. But sequentially, core routing is up 7.4
percent. "Core has been in a soft cycle but we anticipate growth as the
delays in upgrades are now starting to be addressed," said Ray Mota,
ACG Research founder. Post
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