at Investor's Business Daily (Wed, 5:31PM)
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.
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