RAN Acquisition Would Give Cisco Complete Mobile-Data Solution

Another interesting aspect of yesterday’s Network World piece on the aftermath of Cisco’s Starent acquisition is an assessment by Catharine Trebnick, senior telecom analyst at Avian Securities, that Cisco is just one acquisition away from having a complete end-to-end mobile-data solution to offer wireless operators.

With Starent in the fold, Trebnick says, Cisco needs only the radio access network (RAN) component to fill out a complete wireless-equipment product portfolio that would put it into direct competition “with traditional end-to-end mobile-network suppliers such as Ericsson, Nokia Siemens Networks, Huawei, and Alcatel-Lucent.”

Given the problems Nokia Siemens Networks is experiencing — with its JV partners having to take massive goodwill writedowns and with market-share losses steadily accumulating — all it needs is another major competitor trying to displace it from carrier accounts.

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