In the past few months we’ve seen varieties of mergers and acquisition in the access providers market like Overture-Hatteras merger, Telco Systems acquired Anda. Light Reading believes that the reason is “With Ethernet access becoming more of a commodity hardware market, vendors want to stand out by providing deeper product portfolios and more sophisticated management software for access networks” (http://www.lightreading.com/document.asp?doc_id=207004 )
Do you think this is the reason for the consolidation? Who do you think will be the next consolidation?