Nemertes Impact Analysis:

Global Crossing's (NASDAQ:GLBC) addition of Juniper Networks-based (NYSE:JNPR) WAN optimization to its service portfolio underscores growing enterprise interest in such offerings. Enterprise interest in optimization grows as the need to guarantee good application performance to every user, anywhere, on any platform, continues to spread. Nemertes' research finds 43% of organizations would prefer a carrier/managed optimization solution (assuming price and performance parity). Global Crossing is joining the ranks of other carriers with optimization services, including AT&T (NYSE:T), Orange Business (NYSE:FTE), and Sprint (NYSE:S).

Impacts:

Enterprises: If you need to add, expand, upgrade, or replace an optimization solution, examine available carriers' portfolios for suitable solutions.

Vendors: Make your optimization wares carrier-friendly: inherently scalable, manageable, multi-tenant, etc.

Investors: Watch the newcomers and smaller players in the space, including privately held Anagran, Afore, and Exinda, for whom a carrier partner would be a major coup.

John E. Burke, Principal Research Analyst

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