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Optical transport spending by the North American operators dropped 13 percent year-on-year in the third quarter of 2014, according to market research firm Dell'Oro Group.
Operators are rethinking the optical vendors they buy equipment from as they consider their future networks. "Software-defined networking (SDN) and Network Functions Virtualisation (NFV) - all the futuristic next network developments, operators are considering what that entails," says Jimmy Yu, vice president of optical transport research at Dell’Oro. "Those decisions have pushed out spending."