RE: RE: RE: RE: RE: RE: Call your Broker - Sellvtech, one point of disagreement, although I pretty much agree with everything else you said :)
You state there is increased competition in the DPI space - I kinda disagree. The players are SVC, cisco, allot & procera, mostly. We don't hear about new vendors getting in the space as it is extremely time consuming and difficult to get into dpi from scratch. Sure, integration solutions are out there but standalone, to the best of my knowledge, will be fine and is something ISP's are looking for, whether for LTE, Wimax or otherwise.
The competition is really in the network policy/control space - there are a # of entities in this area and one seems to pop up everyday...