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Despite the dim outlook in telecom spending, most YTD stocks have performed positively. Click here to see how well telecom equipment stocks are doing YTD in 2014: Cisco +12.35%, ZTE +7.51%, Juniper Networks +4.46%, Brocade +4.46%, Ericsson +0.25%, Ciena -21.55%, and Alcatel-Lucent -26.56%.

 

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Projection: Residential network traffic growth at 31% CAGR and business establishment traffic increasing from tens of megabits per second to gigabits per second. This is driving up network costs. Service providers are increasing network intelligence and moving content closer to end-users in order to limit the cost increases.

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WAN costs are tracking traffic growth because of poor information flows among business processes and many manual work steps. Carrier SDN provides real-time network visibility, analysis and control of the WAN. Its deployment produces up to a 50% reduction in total cost of ownership and highly profitable new service opportunities.

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Never expected to get such a powerful group of analyst that are subject matter experts in the service provider space. ACG helped us build the business case, pricing model, market sizing and presented it to our CEO, CTO and board, which helped us get funding for a new architectural transformation. — Tier 1 SP in Europe
ACG helped us develop a new managed service/cloud service. They developed the market assessment, pricing model and customer analysis with an online ROI calculator.  — Tier 1 SP North America

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