Analyst Lissa Bogaty says she met with upper management and marketing executives for both SMS and SmartEdge last week. While she is cautious on near-term estimates, she believes the company's opportunities position is as strong as ever. Bogaty says Redback is only the second vendor in the next-generation SONET area; others appear far from catching up.
Recent news articles have cited talks between Redback and other companies regarding a potential acquisition. While she has no knowledge of these talks, Bogarty thinks with over 300 customers, a strong position in SMS and an early lead in optical edge, Redback.