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Week in research: Carriers set to spend more on optical; China, Russia dominate GPON spending - Fierce Telecom

Optical spending rises in Q2: ACG Research reports that the total optical market rose 25 percent quarter over quarter and there are signs they may start spending more on gear in Q3 and Q4 2012. There have been a number shifts in the vendor rankings over the past four years. While Alcatel-Lucent (NYSE: ALU) held a 21 percent market share and was the number one in the optical network market, they have been since dropped to third place as Huawei and ZTE (Shenzhen: 000063.SZ) took first and second place, respectively....

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Published By: Fierce Telecom - Friday, 17 August, 2012