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Though Infonetics expects overall telco capex to be soft, the carrier Ethernet equipment market...
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Tuesday, November 22, 2011, 4:10 PM ETThough Infonetics expects overall telco capex to be soft, the carrier Ethernet equipment market is expected to be an area of strength, as carriers increasingly use Ethernet gear to cope with soaring Internet traffic in lieu of more costly legacy technologies. EZCH is a chipmaker that depends heavily on carrier Ethernet demand, while CIEN is an equipment maker in the same boat.
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