Who, in your opinion among the legitimate/real companies, do you think will benefit from that 318% increase. I would
appreciate your take on it.
Since I am no longer invested in the segment, I haven't been following it that closely. However, the article I linked discussed it some:
Worldwide DSL aggregation hardware DSL port shipments increased 2% between 4Q05 and 1Q06-- VDSL ports on IP DSLAMs were up 34% in 1Q06, VDSL ports on broadband loop carriers were up 60%-- IP DSLAM revenue is forecast to grow an astonishing 318% between 2005 and 2009-- In 1Q06, Alcatel maintained its #1 position in worldwide DSL aggregation hardware revenue and port market share, followed by Huawei and Siemens; Ericsson jumps into the #4 spot after its acquisition of Marconi-- Alcatel and Huawei also hold the #1 and #2 positions in the burgeoning IP DSLAM space in 1Q06 Infonetics' report tracks ATM DSLAMs, IP DSLAMs, next gen DLCs, and BLCs.Market share and forecasts are updated quarterly and cover worldwide, NorthAmerica, EMEA, Asia Pacific, and CALA. The report provides analysis andrankings for ADTRAN, Alcatel, Calix, Ciena, Corecess, ECI, Ericsson,Fujitsu, Huawei, Lucent, Marconi, Millinet, Motorola, NEC, Nokia, Occam,Samsung, Siemens, Sumitomo, Tellabs, UTStarcom, Woojyun, Zhone, ZTE, andothers.
AI
