Not to belittle the loss as "primary supplier" of HDSL plugs to BA, the following FORTUNE article is of interest. In the December 21, 1998 issue (page 80, 82) conversation with Kevin Moore of BT Alex Brown ("one of Wall Street's top telecom analysts" per Fortune).
Who wins?
We think BellSouth is a clear winner, and we're keeping an eye on US West. Both are focused on their own region, and US West is a pioneer in new technology. Bell Atlantic, which is the least efficient RBOC, is clearly among the weakest."
"BellSouth, our [Fortune] other telecom pick [MCI was the other], has also succeeded by focusing on high-growth businesses while keeping costs low and margins wide. Not only does it have the fastest revenue growth of any of the Baby Bells, says BT Alex Brown analyst Kevin Moore, but it's also the most efficient. BellSouth generates revenues of $271,000 per employee, putting it well ahead of competitors like Bell Atlantic, which generates sales of $226,000 per employee. Plus, says Moore, BellSouth's high-margin businesses like data and digital services, along with wireless communications, are growing by over 30% per year."
My comments:
1) PAIR remains sole-source supplier to BellSouth for HDSL plugs.
2) PAIR provides plugs to US West and US West is testing Avidia.
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