Andre and Thread,
What do you make of this announcement by Alcatel? Notice the reference to ALA's DLC product, "Litespan." I'm assumming, but have not verified, that may be ALA's answer to a NGDLC product?
Lot's of speculation going around about who is going to reap the benefits of $2 billion/year spending by SBC. I'm not sure what to make of it yet. I'm sure there is room for multiple vendors to do well, not just Alcatel. And most important, this may be the first real shot back at AT&T and other telco may soon follow up with plans as detailed as SBC.
MikeM(From Florida)
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Alcatel lands contract to supply SBC Web project
PARIS, Oct 19 (Reuters) - French telecoms equipment group Alcatel said on Tuesday it had won a contract to supply all the Internet equipment for SBC Communications' new $6 billion high-speed Internet access initiative.
``It's not exclusive, but we are, for the moment, the sole supplier for this project,' an Alcatel spokesman told Reuters, adding he could not yet put a precise figure on the deal.
A source close to Alcatal estimated that most of the $6 billion SBC is spending on the project would go to Alcatel, which will supply two systems -- the ``Litespan digital loop carrier' for local transmission of information, and the ADSL for high-speed transmission.
That was in line with a report in the New York Times which said, citing sources close to SBC, that the company planned to spend around $4.5 billion on the high-speed data transmission system, the bulk of which will be supplied by Alcatel.
SBC, the largest local phone company in the United States, unveiled the three-year Web initiative on Monday, putting it into the fight for the fast-expanding Internet market as phone companies shift away from traditional voice services. |
