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Technology Stocks : Advanced Fibre (AFCI) ** IPO
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To: CChalmers who wrote (1493)1/4/1999 9:19:00 AM
From: Bill McCullen  Read Replies (2) of 3299
 
Lucent and Nortel each make their own DLC Systems. Nortel makes a product called Access Node while Lucent has SLC-2000 and SLC Series 5. Lucent is also rolling out their new AnyMedia Access System which will do the same things as AFC's product such as supporting POTS, ISDN, Specials and xDSL from the same platform. In the 80s and early 90s Lucent dominated the DLC market (with SLC 96 and SLC Series 5)attaining close to 90% market share in the RBOCs. In the early 90s a company called OptiLink developed the first NGDLC - Litespan 2000. OptiLink was acquired by DSC which was acquired by Alcatel last year. Litespan became wildly sucessful for DSC as they beat Lucent to the market with a low cost NGDLC. Lucent's access business has never recovered from that.

Alcatel is the number one supplier of NGDLC equipment with Bell Atlantic, Ameritech, U S West and SBC as customers. Lucent sells some SLC-2000 to U S West and still sells lots of older generation system plug-ins to most of the RBOCs. Their success with SLC-2000 has been limited to Independents and CLECs. Reltec sells to Bell South and SBC. Nortel is a minor player that did well in the Independent market until AFC kicked everyone's butt in that market with their early DLC products. Problem is the Independent market is only so big and AFC has never been able to crack an RBOC. They were supposedly close with Ameritech and Pac Bell but never closed the deal.

Some other bit players in the DLC space are Fujitsu and Pulsecomm. New companies like Carrier Access are also in the space and AFC acquired Teledata an Israeli DLC maker last year to enter the market.

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