Nyquist Capital » FRP http://www.nyquistcapital.com More Signal. Less Noise. Thu, 20 Nov 2008 15:33:05 +0000 http://wordpress.org/?v=2.3.3 en Fairpoint & Occam Networks http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2008%2F05%2F05%2Ffairpoint-occam-networks%2F&seed_title=Fairpoint+%26%23038%3B+Occam+Networks http://www.nyquistcapital.com/feeder/?FeederAction=clicked&feed=Articles+%28RSS2%29&seed=http%3A%2F%2Fwww.nyquistcapital.com%2F2008%2F05%2F05%2Ffairpoint-occam-networks%2F&seed_title=Fairpoint+%26%23038%3B+Occam+Networks#comments Tue, 06 May 2008 01:27:10 +0000 Andrew Schmitt http://www.nyquistcapital.com/2008/05/05/fairpoint-occam-networks/ Fairpoint Communications (FRP) plans to spend $781M over the next 5 years maintaining and upgrading the network they purchased from Verizon. Drilling into the details of the network spending suggests Occam Networks (OCNW) is well positioned to materially benefit from this proposed deployment. Details provided by Fairpoint and fundamental metrics of the Broadband Loop Carrier business lead us to believe Occam will recognize up to $125M in revenue, of which $80M will come in the next 18-24 months, provided Fairpoint executes it’s current capex plan.

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