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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (36599)	3/28/2002 2:50:29 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 67915

Telcom Equip : UBS Warburg summarizes the potential size and what they believe will be the likely winners of major pending RFPs: (1) AT&T (T) ultra long haul DWDM: potential size $50 mln+; likely winner CIEN or LU, (2) VZ next gen metro SONET: potential size $750 mln-1 bln per year; likely winners Fujitsu and LU, (3) SBC next gen metro SONET: potential size $500-750 mln per year; likely winners Fujitsu and NT, (4) Telefonica optical bandwidth mgmt: potential size $25 mln, (5) VZ broadband cross-connect: potential size $50-$100 mln; likely winner TLAB, and (6) SBC broadband cross-connect: potential size $50-100 mln; likely winner ALA.