Wow!! Here are my 2 cents....
This now gives Alcatel a CO/DLC solution based on CAP. The only RBOC that hasn't selected Alcatel is USWest, but they are looking for a DLC solution. USWest could select an Alcatel/DSC/Westell solution based on CAP.
I don't think this will hurt us much in the BEL/USWest regions, but it will hurt us in the JPC DLC solution. Again, I haven't seen a Westell/DSC agreement on the DMT side. BEL will eventually require a DMT solution, "RFP", and I don't see why Alcatel would need Westell. But then again, why did DSC need Westell with the initial CAP deployment? Because BEL wanted Westell. I was curious why DSC/Westell stated this yesterday....
DSC and Westell Technologies to Supply Equipment for Initial Rollout of Bell Atlantic ADSL Services
I highlighted initial, because all the contracts for ADSL are initial contracts. I was curious, because Westell/DSC wanted to highlight that fact. We now know why they highlighted it. For this next BEL RFP, I'm hoping the LU/Westell team can win.
In the JPC contract, Alcatel now has a DLC solution that will compete against the LU/Westell SLC-5 and SLC-2000 solutions. This gives Alcatel 8 million existing lines to upgrade.... until later. |
