"Redback has been left behind technologically," Westfall says. With last year's purchase of Siara Systems, Redback seems to be more focused on optical access, he says.
Even as carriers reduce their capital expenditures, the market for IP service creation platforms willl grow beyond the $200 million in revenue of last year. And firms should see more services based on these boxes, Westfall predicts.
"The bottom line is the expenditures will go up even during this slowdown. This technology is being sold into major accounts," he says.