Seeking Alpha

The market for carrier Ethernet services is expected to soar to $40B-$50B by 2014, as telcos...

The market for carrier Ethernet services is expected to soar to $40B-$50B by 2014, as telcos adopt the relatively cheap technology to provide enterprise and wireless data services, and to handle online video growth. CSCO and JNPR lead the market for carrier Ethernet switches, while BRCM, CAVM, and EZCH are 3 chipmakers with decent exposure.
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