Trippered --
Don't let the R rating throw you. They did it for language and it's so natural --- the miners' brogue is like listening to a foreign language --- you don't notice it.
For those who are interested, here's some data on CapX spending from TeleChoice's NGN presentation:
<<<
Who’s Spending? Who’s Spending?
Source: Lehman Brothers
IXCs: AT&T, WorldCom, Sprint, Qwest
NSPs: Level 3, MFN, WCG, Global Crossing
RBOCs: Verizon, BellSouth, SBC, U S West
CLECs (1st/2nd): ICG, Intermedia, McLeod, Nextlink, Time Warner, ELI, e-Spire
CLECs (3rd): Allegiance, WinStar, RCN, US LEC, Network Plus, CTC, Focal
Rural LECs: CenturyTel, Alltel, Broadwing
PCS: Sprint PCS, Nextel, VoiceStream
Cap Ex Spending
1999 2000 2001
IXCs $28.5B $30.6B $32.9B
NSPs $7.7B $15.2B $8.4B
RBOCs $34.1B $42.9B $44.3B
CLECs $3.1B $5.0B $4.6B
CLECs
(3 rd Gen.)
$1.6B $3.3B $3.1B
Rural LECs $1.8B $2.1B $3.0B
PCS $4.9B $6.4B $5.4B
(1 st and 2 nd Gen.)
On What? On What?
Voice Data Wireless Other
IXCs $5.0B $11.7B $4.4B $11.9B
NSPs $1.4B $6.5B $0 $0.6B
RBOCs $17.6B $15.0B $8.0B $3.6B
CLECs (1,2) $1.8B $2.6B $0.1B $0
CLECs (3) $1.1B $1.6B $0 $0.4B
Rural LECs $1.0B $0.6B $1.0B $0.3B
PCS $0 %0 $5.4B $0
Source: Lehman Brothers
2001 Cap Ex |
