Steve, and Threaders, I would like those having knowledge regarding the below to respond.
I just received the following information from a research firm quoting, "AT&T is going to announce an OC-192 supplier by the end of March, April at the latest. Nortel and Lucent are the favorites. Lucent used to be the favored over Nortel. By now, I think Nortel is getting to be a stronger contender. I believe current street expectations are Lucent will get the whole order, (Up to $2 billion) but I don't think so. I think Lucent will get half and Nortel will get half. This would be bad for Lucent, who is expected to get the whole thing. AT&T can no longer afford to wait, Lucent has no reference accounts and no capacity either for OC-192, giving great manufacturing risk to AT&T (Lucent's 80 channel DWDM worked fine in the lab until they manufactured it in high volume for QWEST and the filters blew and QWEST is ripping it out and giving it to CIENNA, another strong buy of mine). I don;t see how AT&T can put all their eggs, their whole future, in the Lucent basket by putting 100%of their OC-192 with LUCENT. Lucent has nor reference accounts. Nortel has 50 large reference accounts for OC-192." |
