Investopedia: Acme Packet Another Company Waiting On The Carrier Revival

There's a long list of companies out there where investors are hoping that carriers finally get back to spending this year, a list that includes Alcatel-Lucent (NYSE:ALU), Adtran (Nasdaq:ADTN), Juniper (NYSE:JNPR) and Acme Packet (Nasdaq:APKT). While Acme Packet enjoys good share in the session border controller market (SBC) and ought to benefit from adoption and migration to Voice over LTE (VoLTE) and IMS, bears argue that competitors and alternative technologies will steal much of that potential.

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