Posted by: Tom Nolle
Alcatel-Lucent, Cisco, Juniper Networks, Routers
Infonetics reports that router sales in the first quarter rose sharply, further validating the notion that the IP infrastructure market is more immune to economic problems than the enterprise. Both Juniper and Cisco gained market share, apparently in part at the expense of Alcatel-Lucent, whose IPTV position had previously been gaining it traction. We have long believed that IPTV would not be the silver bullet for ALU; too few regions meet the very special economic demographic requirements to make the strategy optimal.