Comments on: Enterprise Access Capex – A Ray of Hope? http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: MRV Goes 10GE to the Premises at Nyquist Capital http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1191 MRV Goes 10GE to the Premises at Nyquist Capital Mon, 11 Jun 2007 16:27:08 +0000 http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1191 [...] MRV Communications (MRVC) announced the OptiSwitch 930, a 10G Ethernet demarcation box today. Demarc boxes are designed to sit at a customer site to manage and monitor the interface between the customer premises and the carriers network. While it is certainly a headline grabbing offering I don’t think significant demand exists for such a device. It does highlight the increasing interest in hardware for providing ethernet services to businesses. (see “Enterprise Access Capex - A Ray of Hope?“) [...] [...] MRV Communications (MRVC) announced the OptiSwitch 930, a 10G Ethernet demarcation box today. Demarc boxes are designed to sit at a customer site to manage and monitor the interface between the customer premises and the carriers network. While it is certainly a headline grabbing offering I don’t think significant demand exists for such a device. It does highlight the increasing interest in hardware for providing ethernet services to businesses. (see “Enterprise Access Capex – A Ray of Hope?“) [...]

]]> By: Any Hope for Ethernet over PDH? at Nyquist Capital http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1197 Any Hope for Ethernet over PDH? at Nyquist Capital Fri, 04 May 2007 21:47:24 +0000 http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1197 [...] One area that I strongly believe will see greater capex in 2008-2009 is Enterprise Access. (see “Enterprise Access Capex - A Ray of Hope?“)  [...] [...] One area that I strongly believe will see greater capex in 2008-2009 is Enterprise Access. (see “Enterprise Access Capex – A Ray of Hope?“)  [...]

]]> By: RDS http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1189 RDS Mon, 16 Apr 2007 17:25:40 +0000 http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1189 This is actually a potential disaster for the BOC since once they get decent pipes into the enterprise the SMB is incented to go all VOIP and they then lose the PRI's at the edge. VoIP trunking is potentially the biggest single threat to the BOC there is look at Cbeyond to see a SMB winner in action. This is actually a potential disaster for the BOC since once they get decent pipes into the enterprise the SMB is incented to go all VOIP and they then lose the PRI’s at the edge. VoIP trunking is potentially the biggest single threat to the BOC there is look at Cbeyond to see a SMB winner in action.

]]> By: eugene rudkevich http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1190 eugene rudkevich Sat, 14 Apr 2007 02:47:05 +0000 http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1190 Andrew, Metro dark fiber. How do you get in as a retail investor? Thx, Eugene Andrew,

Metro dark fiber. How do you get in as a retail investor?

Thx,
Eugene

]]> By: JV http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1192 JV Fri, 13 Apr 2007 19:07:54 +0000 http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1192 Don't need anybody to manage. Manage what. The equipment and s/w does it now and can be done remotely. I can lease from a dark fiber vendor and all he nees to make sure is that it stays lit. Don’t need anybody to manage. Manage what. The equipment and s/w does it now and can be done remotely. I can lease from a dark fiber vendor and all he nees to make sure is that it stays lit.

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1193 Andrew Schmitt Fri, 13 Apr 2007 16:01:47 +0000 http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1193 Yes... which is why the metro dark fiber guys are so attractive... it's the new 21st century real estate play. Yes… which is why the metro dark fiber guys are so attractive… it’s the new 21st century real estate play.

]]> By: Eve Griliches http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1194 Eve Griliches Fri, 13 Apr 2007 13:47:01 +0000 http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1194 Hi Andrew, We've done some research in this area and found on the optical side Verizon and AT&T are about 40%/60% ownership of the managed services to Enterprise accounts in the U.S. But, what is even more interesting is the growth of private optical networks being built by not just large Enterprises, but Education and Research institutes, Health care organizations and just smaller financial companies. I'm seeing a real tug and pull between this private build and the SP managed service. If the SP's don't give up some of their $$ hold on the market, I think their % ownership of it (estimated at ~70%, i.e. 30% of the Enterprise build outs are now privately built with no SP)may decline. Eve Hi Andrew,
We’ve done some research in this area and found on the optical side Verizon and AT&T are about 40%/60% ownership of the managed services to Enterprise accounts in the U.S. But, what is even more interesting is the growth of private optical networks being built by not just large Enterprises, but Education and Research institutes, Health care organizations and just smaller financial companies.

I’m seeing a real tug and pull between this private build and the SP managed service. If the SP’s don’t give up some of their $$ hold on the market, I think their % ownership of it (estimated at ~70%, i.e. 30% of the Enterprise build outs are now privately built with no SP)may decline.
Eve

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1195 Andrew Schmitt Thu, 12 Apr 2007 23:15:36 +0000 http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1195 Circuit lover! That's one step down from a racial slur! Don't make me ban you for two weeks... Circuit lover! That’s one step down from a racial slur! Don’t make me ban you for two weeks…

]]> By: Bill Baker http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1196 Bill Baker Thu, 12 Apr 2007 21:53:35 +0000 http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/#comment-1196 Andrew, Great observation. In addition to the threat from cable modems the other thing that motivated the Telcos to initially deploy ADSL residentially was to avoid cannibalizing their symmetrical T1 for business users. That is now coming back to bite them in the a$$. (Note: they did however upgrade to HDSL to remove cost out of the system, which was not passed on to the customers with Adtran and PairGain being the main beneficiaries of the day). Not sure I fully agree on Adtran’s ability to migrate customers to next-gen networks; they still act like a circuit lover. Also, is this not yet another huge opportunity for Metro-Ethernet players? Andrew,

Great observation. In addition to the threat from cable modems the other thing that motivated the Telcos to initially deploy ADSL residentially was to avoid cannibalizing their symmetrical T1 for business users. That is now coming back to bite them in the a$$. (Note: they did however upgrade to HDSL to remove cost out of the system, which was not passed on to the customers with Adtran and PairGain being the main beneficiaries of the day). Not sure I fully agree on Adtran’s ability to migrate customers to next-gen networks; they still act like a circuit lover. Also, is this not yet another huge opportunity for Metro-Ethernet players?

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