The marketing is clearly moving to next-generation networks based on IP. It’s a given. The questions are: Just how quickly is it doing so? And, how has the worsened economic climate impacted the pace at which this transition is taking place?
Recent earnings reports from next-gen networking vendors like Cisco Systems Inc.(CSCO) and Sonus Networks Inc.(SONS) indicate a slowdown. However, on the up side, Acme Packet(APKT) is reporting consistent spending on session border controllers.
