Is There Consolidation in the Access Market?

In the past few months we’ve seen varieties of mergers and acquisition in the access providers market like Overture-Hatteras merger, Telco Systems acquired Anda. Light Reading believes that the reason is “With Ethernet access becoming more of a commodity hardware market, vendors want to stand out by providing deeper product portfolios and more sophisticated management software for access networks” ( )

Do you think this is the reason for the consolidation? Who do you think will be the next consolidation?