Wells Fargo Van Kasper Releases Industry Report on NextGen IP Optical
/FROM PR NEWSWIRE SAN FRANCISCO 415-543-7800/
TO BUSINESS AND TECHNOLOGY EDITORs:
Wells Fargo Van Kasper Releases Industry Report on NextGen IP Optical
SAN FRANCISCO, June 1 /PRNewswire/ -- Chet White,
Communications/Networking analyst at Wells Fargo Van Kasper, has released a
NextGen IP Optical industry report.
Below are direct quotations from Mr. White's research report:
Investment Recommendations:
Strong Buy Rating:
Juniper Networks, Inc. (Nasdaq: JNPR $42.53)
Luminent, Inc. (Nasdaq: LMNE $4.76)
Buy Rating:
Cisco Systems, Inc. (Nasdaq: CSCO $19.26)
Foundry Networks, Inc. (Nasdaq: FDRY $17.55)
MRV Communications, Inc. (Nasdaq: MRVC $9.71)
Nortel Networks, Inc. (NYSE: NT $13.33)
Redback Networks, Inc. (Nasdaq: RBAK $14.44)
Sycamore Networks, Inc. (Nasdaq: SCMR $)
Our observation of this dynamic industry's recent developments:
-- The convergence of IP Intelligence and Optical bandwidth delivered at
lightspeed is forming the foundation of tomorrow's NextGen IP Optical
network.
-- The fundamental underpinnings of demand remain intact and the
transition to broadband is the early stage of a secular rollout.
-- Demand for "NextGen IP Optical" networking solutions is estimated to
grow from $16 billion to $76 billion over the next five years, a
CAGR of 46%.
-- We believe that disruptive new technologies will continue to open doors
for new market entrants and best-of-breed solutions.
-- The honeymoon phase is over and NextGen customer business models will
be ever more demanding of solutions that make them the most
cost-efficient, increase services velocity, and enable new revenue
opportunities.
This report focuses on the convergence of IP and Optical, key trends,
disruptive technologies, and who we believe will be the dominant players in
the next phase of secular growth. It is divided into four sections:
Investment Summary. Reviews our investment thesis, investment conclusions,
and demand forecasts.
Investment Recommendations. Offers updated analysis and comparative
valuations of eight of our publicly traded recommendations.
Private Company Profiles. Offers brief profiles of more than 60 emerging
private companies.
Internet Infrastructure Upgrade. Delivers a comprehensive review of the
challenges that are forcing organizations to re-architect their networks and
services. We cover the market opportunity and technology transition in six key
segments of the Internet infrastructure upgrade: 1) Optical Switching
Systems, Subsystems, and Components; 2) Optical Networking Long-Haul;
3) Optical Networking Metro Regional; 4) Optical Networking Metro Access;
5) Core, Edge, and Aggregation Routing; and 6) Services Switching.
Wells Fargo Van Kasper makes a market in the shares of Cisco Systems,
Inc., Foundry Networks, Inc., Juniper Networks, Inc., Redback Networks Inc.,
Sycamore Networks, Inc. |
