SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The *NEW* Frank Coluccio Technology Forum
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Frank A. Coluccio who wrote (6597)6/18/2003 12:20:22 AM
From: ftth   of 46821
 
re: "Among the largest manufacturers of APON gear who fit these criteria you have Alcatel (who some consider a favorite here, since they’ve already won a similar consortium RFP for DSL gear several years ago, and they are still going strong in that department)"

Hmmm, I wonder how that would go over, considering the strength of some of the French-bashing and product boycott efforts in the US, that I think got some extra caffeine from some recent French political posturing. Especially when you consider the "favors" the current administration and its appointees have done for the RBOCs.

I hear some rumors of start-ups--believe it or not--who are apparently sitting pretty in the eyes of certain RBOCs, in the equipment area due to extremely low costs. In the end the startups may just serve as expendable pawns in their chess game to squeeze the bigger equipment vendors to zero or negative margin. I don't know how a small startup (most of whom are hanging on by a thin thread) could be expected to scale its production to meet the RBOCs alleged numbers without a huge infusion of cash for operations. Even then, big, rapid growth spurts like that in startups nearly always cause lots of internal strife.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News