When it comes to packet optical transport systems (P-OTS), a new Infonetics report says that service providers favor four vendors: Ciena (Nasdaq: CIEN), Alcatel-Lucent (NYSE: ALU), Cisco (Nasdaq: CSCO) and Huawei.
"Multi-layer support and control plane technology are rising in importance with service providers when making vendor decisions," said Andrew Schmitt, principal analyst, optical for Infonetics.
Leading the group was Ciena, which got the highest marks from service providers. The providers surveyed ranked the vendor number one in various optical categories, including optical transmission and switching, metro edge P-OTS, metro regional P-OTS, and optical control plane. The company's 6500 platform has been adopted by a number of major service providers, including Sprint (NYSE: S) and Verizon (NYSE: VZ).
While the vendor has not announced the date of its next earnings report, in its fiscal third quarter P-OTS systems were a key factor. During that period, it reported that converged packet optical systems rose to $302 million.
Alcatel-Lucent also continues to report growth of its P-OTS business. Driven by its 1830 Photonic Service Switch, including its IP transport unit WDM platforms, the unit grew 10 percent in Q3.
Other vendors that are on the rise are Infinera (Nasdaq: INFN) and Coriant.
The analyst firm said that Infinera, which has been gaining momentum with Tier 1 service providers in the U.S. and in various countries, "doubled its awareness among operator respondents compared to last year's study, and Coriant improved its scores across the board."
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