Network Equipment Providers (NEPs) are experiencing resurgent growth after plummeting in the burst of the dotcom bubble. Consolidation and convergence are sweeping the industry, and only those companies that combine innovation and proper positioning—a handful, at best—are expected to survive to become true, global market leaders. Our research identifies the business trends likely to become dominant in the next several years and outlines the steps NEPs can take to try to join those elite few expected to flourish.