I may not be aware of the latest developments
in the P-MP product lines of Ensemble and NTRO, but
my perception is that Ensemble's system has a higher
capacity and is more flexible. However, this is not
the issue. ARTT is not using P-MP, and TGNT is essentially
bankrupt. This leaves WCII and XOXO, and both of them are
in capex reduction mode. NTRO has a very strong cash
position, but will need it. Don't forget it has also
an OEM with Nokia.
I think we need to see some consolidation in the sector:
all the small guys: NTRO, Ensemble, TNSI, CRNT need to
either merge or be taken over by bigger companies
like STXN, Nokia...
Right now, I would look at the ring architecture companies
like TNSI or CRNT, since TNSI has already been selected
as supplier by XOXO, and since their wireless fiber
products seem to be easier to deploy and provide an
inexpensive fiber substitute. |
