The Dell’Oro Group reports that the worldwide service provider router market recorded its highest sequential growth rate in more than two years during the fourth quarter of 2009.

Quarterly router sales increased 15 percent to $2 billion dollars, a marked improvement over the sales declines in four of the five previous quarters.
 
“The good news is that router manufacturers saw their customers loosening purse strings during the fourth quarter, and that lends confidence for market recovery in 2010,” Shin Umeda, Dell’Oro VP said, in a statement.

Market leader Cisco Systems saw 11 percent quarter-over-quarter growth. Juniper Networks (2), 17 percent; Alcatel-Lucent (3), 17 percent; Huawei (4), 22 percent; and Ericsson (5), 39 percent.

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Effros: The Rate of Change

So we’re back where we were with rate of return regulation: an incentive to spend more. There’s just not much rate of change in our regulatory thinking.

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