Analysts continue to weigh in on Starent ( STAR) now that the wireless gear star has to share the stage with other 4G suppliers. Here's a quick recap -- or Tech Rumor victory lap, if you will: Two weeks ago TheStreet posted speculation that Starent was facing stiff competition from bigger network gearmakers like Cisco ( CSCO). And this hotter competitive climate threatened to end the company's sole-supplier status with big customers like Verizon ( VZ). Then, during the CTIA wireless show last week, Alcatel-Lucent ( ALU) announced a Starent-like product called an "evolved packet core," and said Verizon had already signed on as a customer. The news confirmed that Starent was indeed losing its status as Verizon's single-source supplier of wireless network equipment that lets smartphone users surf the Internet and swap videos. Analysts were quick to interpret the impact. "Starent's sole-sourced position at Verizon, where it derives close to 80% of its revenue ... does not survive into the next generation of technology," wrote JPMorgan analyst Ehud Gelblum. Starent shares have dropped 9% since the Alcatel announcement. The interpretations keep coming, and they don't spell out a sole-source future for Starent. Verizon's 4G or long-term evolution (LTE) network upgrade with core packet gear is "a three-horse race," William Blair analyst Anil Doradla wrote Monday. These horses include Starent, Alcatel-Lucent and Ericsson ( ERIC). And while Starent has been dominant in 3G at Verizon and Sprint ( S), the opportunity to supply 4G gear to AT&T ( T) seems nil, Doradla writes.