Silicon Valley-based Sunrise Telecom seems to enter a heavy disturbance zone. That's what you get when you do Product Marketing the wrong way (shall I add that Product Marketing and Business Development - hence sales - are part of the same virtuous circle ?). IMHO, SRT will be gone by end 2009 the latest, except if they decide to change their strategy and restart from scratch. Means that's one (small) player less on the Communications Networks Test & Measurement battlefront.
Now, think of this one : what if Agilent Technologies decides to come back on this market, as they did back in late '99 ? My bet : they would go with a couple of M&A deals. Agilent should buy EXFO. Because : a) EXFO' s products portfolio is complementary to the actual Agilent' s one (which is 80% on R&D and Manufacturing, whilst EXFO is 80% Installation & Maintenance), and b) EXFO' s model is HP Test & Measurement, aka Agilent Technologies.
Such a deal would definitely position Agilent as the number one leader on the I&M Testing marketplace, whilst JDSU and Anritsu would be forced to fight hard (read: innovate) to survive in between Agilent and Fluke+Tektronix.
