Light Reading Study Points to Carrier Capex Growth in 2004
18 December 2003 - 3:01AM
PR Newswire (US)
Light Reading Study Points to Carrier Capex Growth in 2004 NEW
YORK, Dec. 17 /PRNewswire/ -- Capital spending by major North
American carriers continued to fall below historical norms in 2003
but appears poised to rebound in 2004, according to a new report
from Light Reading Insider (http://www.lightreading.com/insider), a
subscription research service of Light Reading
(http://www.lightreading.com/). The report -- Capital Spending
Outlook 2004 - analyzes the spending plans of the six largest
service providers in North America and presents a detailed picture
of how much those carriers spent in 2003 and how much they are
likely to spend, and on what technologies, in 2004. Among the
report's key findings: * Aggregate capital spending by the top six
North American carriers grew in each of the first three quarters of
2003 and is expected to continue that growth in the fourth quarter.
* Next-gen Sonet, efforts to drive fiber to the premises, IP/MPLS
gear, and softswitching are likely to be the hottest growth areas
for carrier capex in 2004. Details of the major investment
initiatives of the top six North American wireline carriers are
included in the report, alongside an analysis of which vendors and
product segments are most likely to benefit. Public companies
mentioned in this report include Advanced Fibre Communications Inc.
(NASDAQ:AFCI), Alcatel SA (NYSE: ALA; Paris: CGEP:PA), AT&T
Corp. (NYSE:T), BellSouth Corp. (NYSE:BLS), Ciena Corp.
(NASDAQ:CIEN), Cisco Systems Inc. (NASDAQ:CSCO), Fujitsu Ltd.
(OTC:FJTSY), Juniper Networks Inc. (NASDAQ:JNPR), Lucent
Technologies Inc. (NYSE:LU), Nortel Networks Corp. (NYSE/Toronto:
NT)), Qwest Communications International Inc. (NYSE:Q), SBC
Communications Inc. (NYSE:SBC), Siemens AG (NYSE: SI; Frankfurt:
SIE), Sprint Corp. (NYSE:FON), Sycamore Networks Inc.
(NASDAQ:SCMR), Tellabs Inc. (Nasdaq: TLAB; Frankfurt: BTLA), and
Verizon Communications Inc. (NYSE:VZ). A separate report analyzing
wireless carrier spending plans is now available from Unstrung
Insider (http://www.unstrung.com/insider), a wireless research
subscription service from Light Reading. This report analyzes the
spending patterns of 10 major wireless operators from around the
world. About Light Reading Light Reading launched in February 2000.
Its Website, http://www.lightreading.com/, delivers free, timely,
and entertaining in-depth analysis of optical networking
developments and now has more than 850,000 monthly unique users.
Profitable from its inception, Light Reading has rapidly gained a
reputation as required reading for anybody associated with
next-generation Internet technology. About Light Reading Insider
Light Reading Insider is an electronic research service of Light
Reading. It provides supplemental and time-sensitive analysis to
investors and industry leaders tracking the latest developments in
the telecommunications industry. Light Reading Insider costs $1,250
for a single-seat annual subscription. Individual reports may be
purchased for $400. The Light Reading Insider site is
http://www.lightreading.com/insider. Contact: Blythe Teed Marketing
Manager Light Reading 212-925-0020 x106 DATASOURCE: Light Reading
Insider CONTACT: Blythe Teed, Marketing Manager of Light Reading,
+1-212-925-0020 ext. 106, Web site: http://www.lightreading.com/
http://www.lightreading.com/insider
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