Even Cisco and Juniper are using partnerships with large telecommunications equipment makers to win large carrier accounts. Cisco recently announced a deal with Ericsson. Juniper has reseller and development contracts with Lucent Technologies, Siemens and Ericsson, among others. So why would Foundry and Cisco be interested in Procket? Foundry, which makes high-end Ethernet switches, and Procket share a common customer, NTT. Several analysts have pinned Foundry's revenue shortfall in the first quarter of 2004 to reduced sales in Japan, sales that fell from 18 percent of Foundry's total revenue in the third quarter of 2003 to 10 percent in the first quarter of 2004. Analysts believe that Foundry could win additional business with NTT if it had more routing in its portfolio. The combination could be a win-win for the two companies. Foundry could offer a wider array of products, and Procket could become part of a more stable public company.