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Technology Stocks : TLAB info? -- Ignore unavailable to you. Want to Upgrade?


To: Baldwin who wrote (6321)12/22/1999 9:59:00 PM
From: Mike  Read Replies (1) | Respond to of 7342
 
Going back to the Bell Atlantic announcement. I picked this up from the Yahoo board. Agree or disagree with this view of the annoucement and effect on TLAB?

Mike

You're right Bell Atl. is great news
by: oldtelcoguy
12/22/1999 2:00 pm EST
Msg: 11237 of 11252
Bell Atlantic is one of Tellabs biggest customers and now that they can offer long-distance in NY, BA will build out and
interconnect all their end offices with bigger optical pipes. This means more TITANs! I remember when I was consulting for
one of the other RBOCs, and they were trying to estimate the cost of getting into long distance. The expenses came to 5
times their transport equipment budget to build out the long distance network. So instead of spending X they needed to
spend 6X that year to additionally build out long distance capability. Of course that was their whole territory but New York
is still a really good start.