5 thoughts on “Slowdown Hits Telecom Gear Makers Hard”

  1. true, but some companies are pushing on – take infinera and starent…seem to be doing fine….juniper is increasingly moving away from operators after the enterprise gold….

  2. If you look at the vendors with the highest prices and lowest value, then you will see a huge downturn. If you look at the vendors with low prices and high values, you can see where operators will be spending. In short, when times are tough, operators won’t throw cash out the door at an Escalade when they can get what they need with a Suburban (GM analogy). As to operators — it does make you wonder where all those SMBs are running too. After all — they do still have telecom needs. Think — non-telco…

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