Re: ADCT-RBAK To Create Products for Cablecos
Thread- Apparently ADCT is trying to get serious about the coaxial HFC Last Mile solution. I linked this post to ADCT's joint venture deal with Alcatel to do the same type of thing. Attack the cableco market. Now here's another attempt for ADCT to further ingrain themselves in that market.
Redback Networks has always promoted their access concentrator as a cableco and teleco solution. But as far as I know, they have no large cableco customers. So this ALA-RBAK combo may help both companies penetrate that market.
Now I'm totally perplexed by this move? Recently ADCT just bought Pairgain(sym:PAIR) for what I thought was their Avidia access concentrator. So why in the world do a business deal with what I thought was a direct competitor to the Avidia product? I'm at a loss on this one. Especially the line in the PR where, via the agreement, Redback Networks can take it's newly upgraded SMS 500 product and sell into the telco space right up against what will soon be ADC's Avidia product?
Bernard, Chuck, Others- If any access specialist can figure this one out, I'd appreciate a few comments. Thanks. -MikeM(From Florida)
PS Don't forget this unpleasant piece of news regarding ADCT is anyone thinks about investing: Message 13186838
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ADC and Redback Networks Team to Deliver SONET and IP Transport Solutions for Cable Market
Agreement Enables ADC to Sell Jointly Developed Video Transport Solutions
MINNEAPOLIS March 20, 2000-- ADC Telecommunications today announced that it has signed an agreement with Redback Networks that leverages each company's unique strengths to form a powerful team to provide integrated Internet/data, video and voice solutions to the broadband multimedia market. Under this agreement, ADC will develop video interface modules for Redback Networks' multi-service platforms, and have the right to market and sell those Redback Networks products to the cable television market. Additionally, Redback gains the right to sell ADC's video modules into non-cable markets.
The ADC-Redback Networks agreement combines ADC's strength in video transport technology with Redback's leading SONET and IP expertise, yielding a universal transport and access platform that will allow cable providers to cost-effectively deliver high quality video, digital TV (DTV), high definition TV (HDTV), voice and data over SONET/IP networks. As a result of this agreement, Redback's platforms will incorporate the video features required to meet tomorrow's evolving multimedia network requirements, further strengthening ADC's position as a premium video transport supplier.
``By combining forces, this agreement allows each company to reach larger markets,' said Arun Sobti, president of ADC's Broadband Access and Transport Group. ``With ADC's video technology, knowledge base and vast distribution channel, and Redback's expertise in SONET and IP networking, together we have a winning product and market strategy with which to build comprehensive next-generation networks.'
``It is clear that the trend in the telecommunications marketplace is towards building next-generation SONET- and IP-based networks,' said Vivek Ragavan, president and chief operating officer of Redback Networks. ``We expect the demand for IP-based delivery of integrated video, voice and data to grow exponentially over the next few years. Our agreement lets us take advantage of ADC's expertise in developing video transport interfaces, as well as their strong presence in the cable television video transport marketplace. Together, we can deliver a very powerful solution for next-generation optical network operators.' |
