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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (2231)10/23/1998 9:17:00 AM
From: Frank A. Coluccio  Read Replies (1) of 12823
 
>>Tellabs says: Expect RBOCs to increase spending with TLAB by 10%-15% in 1999. ..... Expect IXCs, MSOs, CUXs to increase spending with TLAB by 30%-40% and that is CONSERVATIVE." ... Lucent says: Lucent does not see slowdown. <<

Mike, with regard to bandwidth management of all forms, and fat pipe switching, the above statements are in line with my own observations [and those of many others].

I posted about this on the CIEN thread about a week ago. From the SI CIEN thread:

Message 6052656

Best Regards, Frank Coluccio
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