If investors are hearing crosstalk on the air today, it's because the networking industry is sending mixed signals.
Networking equipment maker ADTRAN
That report strikes a sharp contrast against rival Juniper Networks
So how did little ADTRAN manage such a great quarter while larger and richer competitors couldn't? Well, CEO Tom Stanton says that broadband access and Internetworking products led the way with 49% and 37% year-over-year growth, respectively. Those divisions feed directly to telecom customers with equipment for last-mile customer connections and a portfolio of unified communications solutions.
And guess what? This means that Verizon Communications
So I'll jump off my soapbox regarding reticent telecoms for a while. What looked like slovenly infrastructure upgrades at first glance now just looks like shifting market shares among the equipment providers. If you appreciate Verizon and Ma Bell for being tremendous dividend payers, you should check out this free report on 11 rock-solid payouts in telecom and beyond. It's free, but only for a limited time. Get yours right now.
Fool contributor Anders Bylund holds no position in any of the companies mentioned. We Fools may not all hold the same opinion, but we all believe that considering a diverse range of insights makes us better investors. Check out Anders' holdings and bio, or follow him on Twitter and Google+. We have a disclosure policy.