Cisco among three IP suppliers to AT&T

AT&T maintains three suppliers for its IP domain, according to investment firm UBS. In a bulletin this week updating investors on the AT&T “domain” supplier and procurement strategy, the firm believes Cisco, Juniper and Alcatel will all remain as IP vendors to the carrier. 

This, despite the AT&T domain objective of selecting only two per domain. UBS says the IP core and edge booty could be split three ways: Alcatel-Lucent and Juniper winning the edge, and Cisco and Juniper winning the core. AT&T just tested Cisco’s CRS-3 router and 100G Ethernet interface, while Verizon did the same with Juniper. 

Other Domain suppliers, according to UBS: 

• Alcatel-Lucent and Ericsson for wireline access, with Adtran partnering with

  Ericsson; and Alcatel-Lucent and Ericsson for LTE wireless radio access;
• Ciena and Fujitsu are still expected for the optical domain. Ciena’s digesting Nortel MEN while Fujitsu looks for a partner for long haul DWDM and optical switches. Nokia Siemens? Alcatel-Lucent? Huawei?
• As for Optical Transport Network switches, AT&T has Ciena’s CoreDirector and Alcatel-Lucent’s 1870 at the top of the list.

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