SG Cowen: Carrier Spending Report
Firm projects carrier capital spending will be $94 billion in 2001, compared to $113 billion in 2000 -- a 17 percent decrease
Predicts by 2003, the total amount carriers spend on new equipment should hit $102 billion and will start to climb again
Opportunities Ahead
"Growth for long haul optical systems has moderated significantly this year, while demand for optical switching systems and metro optical systems is rising rapidly"
"As a result, this transition is creating a significant opportunity for companies exposed to the metro DWDM, optical switching, and MSPP markets"
Report notes Companies with sizeable opportunities:
MSPPs and DWDM Gear Makers: CIEN, ONIS, FIBR, SCMR, TLAB, TELM
Component suppliers: ADCT, AGR.a, AFOP, BKHM, GLW, JDSU |
