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Broadband Networks

6/25/08	GPON sales up 33% in 1Q08
6/12/08	Digital home gateway shipments expected to more than double by 2011
6/12/08	Huawei overtakes Alcatel-Lucent in IP DSLAM port share, neck and neck for revenue in 1Q08
6/12/08	Largest single quarter on record for CMTS in 1Q08
5/13/08	China buying more broadband aggregation hardware in run up to the Olympics
3/19/08	PON market jumps in 2007 as GPON prepares to take off in 2008, WDM-PON emerges
3/12/08	Broadband CPE market hits $4.6B in 2007
3/11/08	2007 final year of double-digit DSLAM growth
2/26/08	Cable broadband aggregation equipment market to hit $1.4B in 2011; sales up 13% in 4Q07
12/20/07	DSL port shipments down 9% in 3Q07
12/20/07	VDSL broadband gateways up 84% in 3Q07; broadband CPE hits $1.5B
12/20/07	CMTS revenue down 25% in 3Q07; universal edge QAM channels growing rapidly
12/19/07	Asia Pacific PON equipment manufacturers see 50% jump in sales in 2007
12/17/07	Ethernet FTTH equipment sales up 21%, PON sales up 8% in 3Q07
10/08/07	CMTS revenue down 9% in 2Q07, but forecast to grow to $1.2B in 2010
10/08/07	VDSL broadband gateways triple in 2Q07; broadband CPE hits $1.5B
10/08/07	DSL port shipments up 9% in 2Q07, IP DSLAM ports up 7%
10/08/07	PON equipment sales up 3%, Ethernet FTTH up 9% in 2Q07
6/27/07	PON equipment sales up 9%, Ethernet FTTH up 10% in 1Q07
6/14/07	Service delivery platform (SDP) market forecast to grow to $3.5B in 2010
6/06/07	DSL port shipments up 4%, IP DSLAM revenue up 29% in 1Q07
6/06/07	CMTS revenue down 12% in 1Q07
6/06/07	Skyrocketing mobile subscriber growth fueling the RAN equipment market
4/03/07	Worldwide PON equipment nears $1 billion in 2006
3/07/07	Broadband home networking device market up 15% in 2006, driven by voice and video
2/26/07	CMTS revenue tops $1B for the first time; Cisco revenue up $128M in 2006
2/20/07	Alcatel breaks 30M DSL port threshold in 2006; worldwide DSL port shipments near 100M
11/30/06	Broadband CPE, CMTS hardware markets up, DSL down; IPTV, cable, DSL subscribers growing
10/05/06	PON equipment sales surging to $3 billion by 2009
8/30/06	Broadband CPE and DSL hardware markets up, CMTS down in 2Q06
6/01/06	Broadband CPE revenue up 3% to $1.3B in 1Q06, units down 2%
5/30/06	CMTS market up 30% in 1Q06 as VoIP and high speed Internet access customers increase
4/04/06	Strong PON and Ethernet FTTH equipment sales driven by video and high bandwidth apps
3/06/06	Infonetics forecasts DSL aggregation market to hit $10.5B in 2009
3/06/06	Broadband CPE market hits $4.9B in 2005 as broadband boom continues
2/23/06	CMTS Market Up 10% in 2005

Enterprise Data

6/05/08	WAN optimization market eases up in 1Q08; enterprise routers hold steady
6/05/08	10G Ethernet shines during sleepy Q1 switch market
3/05/08	WAN optimization market up 71%, enterprise routers hit $4.3B in 2007
3/05/08	Ethernet switch market up 9% to $17B in 2007; application switches pass $1B mark
12/20/07	WAN optimization market up 20%, enterprise routers up 4% in 3Q07
10/08/07	WAN optimization market way up; enterprise router sales up 6%
10/08/07	Ethernet switch market up 4%; ProCurve hits milestone with 5M ports shipped in 2Q07
8/22/07	Cisco unchallenged in router arena, but in switching ProCurve closes in
6/05/07	WAN optimization market down for the quarter, up big year-over-year; enterprise router sales down 6%
2/20/07	WAN optimization market heating up; enterprise router sales up 6% in 4Q06
2/15/07	Cisco passes $10B in enterprise switch sales in 2006; 1G, 10G, PoE ports growing strong
11/30/06	Enterprise switch sales up, router sales down in 3Q06
9/19/06	Cisco scores big with router and LAN switch customers; Juniper is 2nd for routers, ProCurve is 2nd for switches
8/30/06	Enterprise router and switch markets up in 2Q06
5/23/06	Enterprise routers up, switches down in 1Q06
2/21/06	$19 Billion Spent on Enterprise Routers and Switches in 2005; Will Near $25B Mark in 2009
2/15/06	Secure Router Market Jumps 121% in 2005, Overall Router Unit Shipments Up 14%

Enterprise Voice

6/23/08	Unified communications and IP contact center markets up 22%
5/27/08	Enterprise telephony market up 26% in Asia Pacific, down in North America in 1Q08
5/14/08	Small business = big PBX opportunity
4/24/08	Cisco, Microsoft locked in battle for unified communications market
2/28/08	Enterprise telephony market tops $9.6 billion in 2007, IP phone shipments up 29%
12/21/07	Ethernet switch market up 10% in 3Q07; Cisco posts big gains
12/04/07	Enterprise telephony equipment sales jump 11% in 3Q07; Cisco pulls ahead of the pack
10/08/07	Cisco achieves major milestones in enterprise telephony market
7/11/07	Strong growth forecast for unified communications and IP contact center markets
6/04/07	2007 heating up to an interesting year for enterprise telephony
4/30/07	Cisco and ShoreTel score highest with end-users in new enterprise VoIP study
2/28/07	TDM PBX slide accelerates, IP PBX posts big gains, bringing 2006 enterprise telephony market up 9%
8/30/06	Service provider and enterprise IP telephony markets up in 2Q06; Cisco posts big gains in both
5/30/06	PBX/KTS revenue down 2%, IP PBX up 1% in 1Q06
5/10/06	Enterprise VoIP adoption in North America will more than double in 2010
2/27/06	Worldwide IP PBX Revenue Up 23%, TDM Systems Down 15% in 2005

IPTV and IP Video

6/24/08	Mobile video phone sales hit $99B in 2007; ads to play major role in service profitability
6/24/08	IPTV middleware spending spree expected
5/21/08	Interoperability issues nag IPTV service providers
3/19/08	IPTV and switched digital video equipment market to reach $9.8B in 2011
12/17/07	IPTV equipment sales up 23% in 3Q07
10/08/07	IPTV equipment sales jump 33% in 2Q07
6/27/07	IPTV equipment sales hit $424M in 1Q07; hybrid IPTV architectures gaining popularity
5/10/07	IPTV offers great promise, big hurdles to service providers
4/03/07	Worldwide IPTV equipment revenue tops $1B in 2006
10/31/06	IPTV equipment sales exploding to $6.8B, subscribers to 68.9M by 2009
5/18/06	Surge in VDSL port shipments shows providers preparing for IPTV, VoD onslaught
5/04/06	IPTV equipment sales hit $400M in 2005, set to top $6B in 2009
4/27/05	Service providers spending nearly 40% of capex on triple play

Metro Ethernet, Routing, and Switching

7/9/08	Ethernet and MPLS continue to eat into legacy services; mid-band Ethernet grows 120% by 2011
6/4/08	IP router sales up in a usually down quarter
5/6/08	Metro Ethernet equipment sales up 27% in 2007, more carriers using and testing
2/26/08	Service provider router and switch sales hit all-time high in 2007, led by Cisco, Juniper
1/08/08	Carriers report 90-100% increase in Ethernet traffic
12/03/07	Strong IP router sales help drive service provider router and switch market up 12% in 3Q07
10/08/07	Strong quarter for service provider router and switch market, up 11%
6/04/07	Ethernet switch market has seasonally down first quarter, but growth is forecast for the year
5/31/07	IP router and carrier Ethernet switch sales down 5% in first quarter
5/02/07	Ethernet service market hits $9.4B, IP MPLS VPN services hit $10.9B in 2006
4/18/07	Metro Ethernet: the $64B answer
1/11/07	IP/MPLS Edge, MetroE, Broadband Hot Investment Areas as Carriers Converge Networks
10/26/06	Metro Ethernet equipment sales to triple to $15B between 2005 and 2009, says Infonetics
10/17/06	Ethernet displacing SONET/SDH in customer access networks
5/18/06	IP core routers, carrier Ethernet switches/routers up in 1Q06 as broadband boom and IP convergence continue
4/26/06	Ethernet service revenue up 132% to $5.9B in 2005, mid-band Ethernet services pick up speed
4/13/06	Metro Ethernet market on fire: tops $4.9B in 2005, will triple by 2009
2/21/06	Service Provider Routers and Switches a $10B Market in 2009
2/16/06	Boom Year for Edge and Core Routers: Up 27% and 39% in ’05
1/11/06	IP/MPLS, MetroE, Broadband Are Hot Investment Areas as Carriers Converge Networks

Network Downtime

3/09/06	Medium businesses lose $867,000 a year to network downtime

Network Security

7/14/08	Cisco scores highest in new NAC user ratings; competition is close
7/7/08	Managed security market up 21%; managed encrypted VPN market flat in 2007
6/17/08	Reports of NAC’s death have been greatly exaggerated; market up 16% in 1Q08
6/05/08	Content security market up in 1Q despite uncertain economy
6/04/08	Network security market softer than usual in North America in 1Q08
3/19/08	Content security gateway sales hit $1.6B in 2007
3/19/08	Network security market up 20% in 2007 to $5.2B
12/20/07	SSL VPN gateway revenue to more than double 2006 to 2010
12/17/07	NAC enforcement appliance market to top $670M in 2010
12/04/07	Content security gateway sales up 4% in 3Q07
11/15/07	Opportunity abounds in content security space
10/08/07	Network security market up 8%; IPS segment is hot; secure router sales jumping
10/08/07	Content security milestone: appliance revenue surpasses software revenue in 2Q07
7/09/07	Managed security market doubling by 2010; managed encrypted VPN market shrinking
6/21/07	SSL VPNs easier to use, IPSec VPNs offer top security, say respondents
6/04/07	Network security market holds steady in 1Q07
6/04/07	Content security gateway market growing rapidly
5/29/07	80% plan to enforce NAC in the network
5/14/07	NAC enforcement appliance market expected to double in 2007
3/01/07	Network security market to pass $5 billion mark in 2007
3/01/07	Content security gateway appliance revenue jumps 70% in 2006
2/15/07	Infonetics Research publishes NAC white paper
1/31/07	Content security, security/access bundling hot topics for network security providers
12/04/06	Network security sales up 11%, content security gateway sales up 7% in 3Q06
11/16/06	NAC and content security hot issues for enterprises
9/07/06	Content security gateway sales to soar 169% between 2005 and 2009
9/05/06	Network security sales top $1.1 billion in 2Q06
6/01/06	Network security revenue up 2% in 1Q06
5/08/06	SSL VPNs on the rise
3/06/06	Network Security Up 15% in 2005, Led by Cisco
1/17/06	Integrated Content Security Services Offer Big Growth Opportunity for Service Providers
1/17/06	NAC Enforcement Revenue Will Soar to $3.9B by 2008

Optical Networks

8/27/08	Optical network hardware sales jump 14% in 2Q, driven by Alcatel-Lucent, Huawei, ZTE
6/12/08	New white paper evaluates if/when service providers should upgrade to 40G
6/4/08	92% sequential jump in WDM optical spending in CALA region in 1Q08
4/9/08	China investing heavily in optical network gear to boost telecommunications capacity
3/27/08	Internet content providers like Google buying growing portion of optical gear
2/28/08	Spectacular year for optical network hardware market
12/3/07	Optical network hardware market hits $3.6B in 3Q07
10/08/07	Optical network hardware market milestone: highest quarter since bubble burst in 2001
5/31/07	Optical network hardware market down 8% in first quarter
3/06/07	Optical network hardware up 11% in 2006; WDM gaining, SONET/SDH declining
11/29/06	Optical network hardware and carrier router and switch sales up in 3Q06
9/06/06	Optical network hardware sales up 20%, service provider router and switch sales up 6% in 2Q06
5/30/06	Optical network hardware revenue down 12% in 1Q06; Alcatel down 43%
2/27/06	Optical long haul recovers in 2005 with 32% gain

Service Provider Capex and Subscribers

8/6/08	Mobile subscribers to hit 5.2B in 2011, access lines slowing everywhere but CALA
7/7/08	China and India lead worldwide telecom carrier capex and revenue growth
12/19/07	Worldwide telecom carrier capex to top $251 billion in 2007
8/29/07	Worldwide telecom carrier capex expected to hit $225 billion in 2007
4/26/07	EMEA telecom carrier capex up 7% to €59 billion in 2006
4/11/07	North American Telecom Carrier Capex Hits $69B in 2006
11/06/06	Telecom carrier capex increasing worldwide; US telco consolidation hinders opex
7/27/06	Telecom service provider capex hits $202 billion, revenue $1.2 trillion in 2005
5/15/06	European telecom carrier capex up 10% to €54B, Asia capex hits US$62B in 2005
4/12/06	North American Telecom Carrier Capex Hits $63B in 2005

Service Provider VoIP and IMS

8/26/08	Session border controllers post first sequential decline ever; VoIP outlook still good
8/21/08	Carriers name Alcatel-Lucent, Ericsson and Nokia Siemens top IMS vendors
8/13/08	VoIP service revenue up 52% in 2007; boom expected to continue
7/23/08	Carriers name Acme Packet, Alcatel-Lucent, Cisco and Sonus top VoIP vendors
5/22/08	Nortel, Nokia Siemens neck and neck in media gateway/softswitch market in 1Q08
2/27/08	Very good year for carrier VoIP and IMS networking gear
12/04/07	Carrier VoIP equipment sales up 5% in 3Q07
10/08/07	Carrier VoIP equipment revenue up 8% in 2Q07
8/13/07	Shift in carrier plans for IMS and FMC
8/08/07	VoIP service revenue hits $15.8B in 2006; boom expected to continue
5/22/07	Carrier VoIP equipment revenue down 8% in 1Q07
2/22/07	Carrier VoIP equipment revenue jumps 32% in 2006
11/28/06	Carrier and enterprise VoIP markets up in 3Q06
7/31/06	Carriers look to VoIP to generate new revenue
7/26/06	VoIP service revenue doubles in North America, Europe, Asia Pacific in 2005
5/30/06	Carrier VoIP/IMS market down 7% in 1Q06, up 48% since 1Q05
2/21/06	Carrier VoIP Market Hits New High in 2005 at $2.5B

Subscriber, Policy, and Service Management

7/16/08	Service providers turning to subscriber data management to realize new revenue opportunities
6/3/08	Service delivery platforms "fundamental to telcos' futures"
5/20/08	Policy server market taking off, quickly transitioning to must-have status
7/11/07	Strong growth forecast for unified communications and IP contact center markets
6/14/07	Service delivery platform (SDP) market forecast to grow to $3.5B in 2010

Wireless and FMC

8/19/08	India vital to WiMAX fortunes; Brazil, other regions also key
6/26/08	802.11n products on the rise; Polycom steals #1 spot from Cisco in WiFi phone share
6/24/08	WiMAX equipment sales jump 59%, Motorola takes the lead in worldwide market share in 1Q
6/23/08	Ericsson widens lead in RAN market; mobile core and soft MSC segments shine
5/12/08	Mobile backhaul equipment market set to skyrocket due to exploding mobile data/video use
4/22/08	Femtocell access point market: great potential, tough hurdles
4/11/08	T-Mobile USA, Orange heat up FMC infrastructure market; dual mode cellular/WiFi phones hit $27B in 2007
3/27/08	Mobile data card sales nearly quadrupling, data subscribers to hit 144M by 2011
3/25/08	WiFi phones up 60%, wireless LAN equipment up 20% in 2007; Cisco dominates
3/10/08	Rocky year ahead for RAN market; strong growth in mobile core and soft MSC markets
2/28/08	WiMAX equipment market up 46% in 2007, forecast to hit $7.7B in 2011
12/20/07	Wireless LAN equipment market up 14% in 3Q07, Cisco asserts strong lead
12/13/07	Femtocell market forecast to reach $630M in 2010
12/05/07	RAN equipment market down 2% due to slowdowns in N. America and Europe, cutthroat competition in Asia, Latin America, Africa
12/03/07	WiMAX equipment market revenue up 6% in 3Q07, fueled by new and expanding WiMAX rollouts
11/05/07	Mobile video phone sales will more than double to $125B by 2010
10/25/07	17% of N. American organizations adopt 3G data by 2011, 11% adopt mobile WiMAX
10/08/07	RAN equipment market hits $10.2B in 2Q07
10/08/07	Wireless LAN equipment market hits $760M in 2Q07
10/08/07	Mobile WiMAX market up 130%; fixed WiMAX up 9%; wireless mesh market down 20% in 2Q07
7/25/07	Smartphone adoption growing fast; WiFi phone sales expected to top $145 billion in 2010
7/23/07	New white paper evaluates antenna systems for improving indoor cellular coverage
6/07/07	Wireless LAN equipment market up 5% in 1Q07
6/07/07	Mobile WiMAX market up 35% in 1Q07; fixed WiMAX down 40%; wireless mesh market flat
6/06/07	Skyrocketing mobile subscriber growth fueling the RAN equipment market
5/09/07	46 million mobile video subscribers by 2010
4/10/07	Service providers expect next gen mobile and wireless service revenue to more than double by 2008
4/03/07	Mobile operators shell out $19.5B in mobile backhaul service charges in 2006
3/15/07	Landmark year for WiMAX: mobile WiMAX debuts, fixed WiMAX jumps 254% in 2006
3/15/07	W-CDMA and CDMA2000 infrastructure markets up, GSM down
3/08/07	Wireless LAN switch market up 27%, 802.11 adoption continues to ramp up in 2006
1/24/07	WiFi, mobile phone sales soar in 2006; dual-mode WiFi/cellular VoIP phones ramping up
12/04/06	RAN, WLAN, WiMAX, wireless mesh equipment sales all up in 3Q06
10/15/06	$3.4B mobile backhaul market begins migration to IP
9/19/06	Motorola acquisition of Symbol a positive move
9/06/06	WiMAX and RAN equipment sales up, wireless LAN down in 2Q06
8/15/06	Mobile video service revenue set to skyrocket to $5.6 billion by 2009
7/18/06	WiFi phone market soaring to $3.7B in 2009
6/01/06	Mobile RAN equipment sales down 22% in 1Q06
6/01/06	WiMAX equipment sales up 48% in 1Q06
6/01/06	Enterprise mobility drives wireless LAN equipment market up 8%
3/21/06	Mobile wireless operators rapidly building next-gen networks
3/08/06	Double-digit revenue growth forecast for W-CDMA RAN equipment through 2009
3/08/06	Cisco overtakes Symbol in WLAN switch and controller market in 2005
3/08/06	WiMAX equipment tops $142M in 2005, surging to $1.6B in 2009
1/31/06	WiFi Phone Market Jumps 76% to $102.5M in 2005, Will Double in 2006

Total Telecom and Datacom

7/22/08	Telecom/datacom equipment sales hit $139B in 2007; Alcatel-Lucent, Ericsson neck and neck in carrier space, Cisco dominates enterprise space
5/1/08	Telecom carriers spent $57B on outsourced services in 2007
11/13/07	10G Ethernet market big and growing fast
4/19/07	Worldwide telecom/datacom equipment tops $123B in 2006, will grow 20% by 2010
5/11/06	Worldwide telecom/datacom equipment hit $107.9B in 2005, will grow to $143.5B in 2009

"Secure routers and SSL VPN gateways are forecast to grow in single-to double digit-percents for the most part through 2011." Jeff Wilson Principal Analyst, Infonetics Research Network Security Appliances and Software