Today, Redback and Cisco are both really in the broadband aggregation market, not the IP services market. But this space will only get more crowded. IP service platforms are aimed squarely at carriers and high-volume service providers. By eliminating customer premises equipment, you can lower cost at nearly every stage. Reduced investment in capital equipment.
Fewer truck rolls to the customer site.
Rapid service provisioning and simplified maintenance. A faster, more robust, more scalable engine. And the opportunity to create and sell incremental IP services that leverage a common, flexible service delivery platform. According to Mitchell, Infonetics just completed a study of tier 2 service providers, which they define as national without fiber or regional with fiber. That's big market penetration for products just now becoming available.