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Dave -- took a few things away from my recent TLAB experience. 1) Co. seems staunchly pro-phone ntwk. upgrading vs. building anew (a la QWST, LVLT). Believes "IP over glass," is "pie in the sky." Sorta disappointing considering my investment in LVLT, but prob. why Gilder removed it from his ascendant tech co. list. However, TLAB has IP over SONET/SDC and optical networking plans. 2) Co. expects cap. spending in U.S. market next yr. to increase: a) 3-5% for RBOCs, b) 0% for IXCs, c) 30-40% for CLECs, though Birck indicated he thinks BEL and FON will "do better" than they've indicated (i.e., spend more), 3) co. has pretty deep product line, 4) co. looking @ routing technology (networking), 5) got the impression that int'l revs. will become a greater %age of total revs. going forward -- recent China and U.K. Ks suggest so, 6) co. definitely not purchasing CIEN (perhaps no matter what the price) as a result of, among other reasons the bad taste it left in Birck's and s/hs mouths. That's all, gotta get back to work -- S. |
