OK, since I’ve been called out by Om Malik, I’m going to let rip with a stream-of-conciousness monologue on optical. No backspace key, no delete key, spelling corrections ex-post-facto. Here goes.
From Telephony Online:
In a research note issued this morning, UBS analyst Nikos Theodosopoulos said Verizon (VZ) is likely to pick Alcatel (ALA), Motorola (MOT) and Tellabs (TLAB) as its GPON suppliers in a twist on the carrier’s traditional dual-sourcing practices.
Typically the Bells would select two vendors, with a 70:30 deployment split between the two over the life of the contract. Who got the 70 was usually determined by technology and pricing in the early stages of the contract, establishing relative incumbency for one supplier.