Wednesday, October 28, 2009

MPLS-TP Based Packet Transport Network (PTN)

For the techy's out there, the specs for UTs PTN product is available on their website.

A recent article on China mobile and plans for PTN in China.

From Lightreading,

Trebnick thinks Juniper needs to get a mobile packet core product, specifically. If it's developing one on its own, that's going to take $250 million to $300 million in R&D costs, she writes.

The other option would be an acquisition. Cisco and Tellabs Inc. (Nasdaq: TLAB; Frankfurt: BTLA) have put claims on Starent Networks Corp. (Nasdaq: STAR) and WiChorus, respectively, in the past two weeks. Assuming Juniper doesn't want to start a bidding war for those two, it could try acquiring Stoke Inc. or the mobile core assets of Harris Stratex Networks Inc. (Nasdaq: HSTX), Trebnick writes. (See Cisco to Buy Starent for $2.9B and Cisco/Starent Deal Hurts Juniper.)

While the market has surged this year, it has been another frustrating year for UT shareholders. I do choose to look forward and stick with the company. With their balance sheet, controlled expenses, product line, target markets and renewed focus in China, thats a recipe for success. Have I mentioned how incredibly cheap this company is? :-)

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