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Notes from Philippe Morin’s speech at IR Day
Things that stood out for me in Philippe Morin’s presentation on our Metro Ethernet Business:
- 3G and 4G is driving 25-40% a year growth in mobile backhaul traffic. Pretty impressive when you think that, really, 3G traffic is only now becoming mainstream in North America. The graph below shows some of our projections.
- The Carrier Ethernet market is expected to grow 76% by 2011. As Philippe said in his preso, “If you’re going to bet on a technology, bet on Ethernet.” Kind of like what Verizon did this morning.
- We’re expecting the market for 40G/100G to grow from $0.3B in 2008 to $2B in 2011. And we want to have a 30% share of that 2011 market.
