On Tuesday, Cisco announced that Vodafone Netherlands has deployed a component of Quantum to enable application-level usage controls for enterprise customers, among other things.
A network-spanning architecture is key to making those visions into reality, according to Cisco. "You can't do this in piece parts," Shukla said.
Cisco won't be the only RAN vendor with its own wired-network components. Alcatel-Lucent has been taking market share from Cisco with its 7750 SR edge router, and Ericsson is also inching into this area with its Smart Services Router line, Yankee's Rehbehn said. But as they quickly move from traditional telecom infrastructure to Internet Protocol, carriers are undergoing a sea change that could help to lift Cisco, Rehbehn said.
"Operators may begin to look very carefully at the evolution of their core network," Rehbehn said.