Nyquist Capital » CCOI http://www.nyquistcapital.com More Signal. Less Noise. Sat, 02 Aug 2008 16:08:26 +0000 http://wordpress.org/?v=2.3.3 en Enterprise Access Capex - A Ray of Hope? http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2007%2F04%2F12%2Fenterprise-access-capex-hope-for-the-telecom-supply-chain%2F&seed_title=Enterprise+Access+Capex+-+A+Ray+of+Hope%3F http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2007%2F04%2F12%2Fenterprise-access-capex-hope-for-the-telecom-supply-chain%2F&seed_title=Enterprise+Access+Capex+-+A+Ray+of+Hope%3F#comments Thu, 12 Apr 2007 20:13:55 +0000 Andrew Schmitt http://www.nyquistcapital.com/2007/04/12/enterprise-access-capex-hope-for-the-telecom-supply-chain/ Ray of HopeOnly one half of Verizon’s wireline (VZ) revenue comes from consumers; the rest comes from business connectivity and services. Verizon, as well as other carriers, have been spending money to deliver better broadband services to consumers. What will happen when they spray this capex hose in the direction of their long neglected business customers? Which equipment companies will benefit?

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