Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Steve Lee who started this subject	4/25/2002 2:11:33 PM
From: Softechie	Read Replies (1) of 99280

Solly on AT&T's equipment suppliers Salomon Smith Barney believes that T's lowered capex budget would have the following effects on equipment suppliers: the continued broadband buildout would likely have a modest benefit for TLAB, which the firm believes supplies T with Cablespan video, voice, and data service integration products; MPLS node upgrades should benefit CSCO, while increased traffic loads generated from broadband subscribers should benefit both core router vendors CSCO and JNPR; on the other hand, flat or declining voice volumes suggest little demand for legacy voice equipment vendors such as LU.

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