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Wednesday, Apr 3
Though Cisco (CSCO) insists it has no intention of entering the traditional base station market...
Though Cisco (CSCO) insists it has no intention of entering the traditional base station market (citing commoditization), its acquisition of small cell base station vendor Ubiquisys makes it more of a mobile infrastructure rival to Alcatel-Lucent (ALU) and Ericsson (ERIC) than ever. The combination of Ubiquisys' 3G/4G small cell solutions and Cisco's Wi-Fi hardware should eventually give it an end-to-end offering to take on market leader ALU's lightRadio line. Cisco is also pushing its new Quantum software suite (the result of the BroadHop/Cariden/Intucell deals) to mobile carriers.