Consolidate to survive

There are rumors of newly spun Nokia-Siemens Networks (NSN) taking over Tellabs in an effort to garner share in the optical and FTTN/FTTH markets in the US. This might make sense as both have complementary product strategies and common European roots. The lone vendor standing out in the crowd seems to be Juniper. Let’s watch and see what happens to Juniper in the long run!

Sun CTO Greg Papadopoulos articulates on his blog that the world needs only 5 computers(Google, Microsoft, Yahoo, Amazon, eBay and Salesforce. That’s O(5) according to him!). Similarly, with the consolidations happening in the networking industry, I feel the world needs only 5 equipment vendors: Cisco, Ericsson, Nokia Siemens Networks, Huawei, Motorola/Qualcomm and Alcatel-Lucent. That's O(5) according to me!).