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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Frank A. Coluccio who wrote (1537)7/8/1998 12:35:00 AM
From: Ray Jensen  Read Replies (1) of 12823
 
Frank, my recent post in the VoIP thread regarding AFCI mentioned that it is an exception to the rule for a relatively small vendor to beat out the better known "mega vendors" in bidding for major equipment contracts with large ILECS, including RBOCS. Just meeting all of the ILEC bidding requirements might require a staff of dozens. Its a monumental task for an small company with limited resources to answer a 500 or 1000 page Request for Quote within just a few weeks - its even tough for LU, NT or any of the other biggies...but they have more specialized staffs for churning out this sort of thing.

I think you are pointing out that some small to medium sized companies like Paradyne have figured out not just one, but several dozen or several hundred hybrid ISPs / CLECs could spring up all over the place and use leased dry copper pairs for DSL services. This might set off DSL deployment to a scale much greater than what ILECs have announced thus far, i.e., something other than mass market deployment. A proliferation in CLEC DSL could in turn accelerate ILEC DSL deployment, and so on. End result is lots more DSL equipment is deployed in a shorter time frame, but a lot more potential buyers of equipment than just a handful of ILECS. That means a lot more potential sales opportunities for the small to medium sized vendors. Frank, this might make a good thesis topic for some graduate student at Columbia U's telecommunications program.
Ray.

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