3 posts are filed under this symbol.

What’s Going On in Optical

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.

Continue reading

Verizon GPON Selection

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.
Continue reading

Lucent’s Secret Weapon – Accountants

Lucent (LU) attracts some attention in today’s WSJ Article that highlights why it pays to be a big company with a big pension fund in a rising market environment. From the article…
Continue reading