Comments on: AT&T-BellSouth Deal – Winners & Losers http://gigaom.com/2006/03/07/att-bellsouth-deal-winners-losers/ Trusted Insights and Conversations on the Next Wave of Technology Thu, 26 Nov 2009 06:47:41 +0000 http://wordpress.com/ hourly 1 By: Om Malik http://gigaom.com/2006/03/07/att-bellsouth-deal-winners-losers/#comment-45638 Om Malik Wed, 08 Mar 2006 08:22:42 +0000 http://gigaom.wordpress.com/2006/03/07/att-bellsouth-deal-winners-losers/#comment-45638 <p>cingular has already basically outlined its IMS plans, so not many major changes there, and LU is already pre-built into it. same for Nortel and others who are supplying 3G gear.</p> <p>I suspect the bigger change is on the wireline side where clearly there is going to be reshuffling of dollars. </p> <p>sure there is going to be cap-ex reduction, but it doesn't mean everyone is going to suffer. they will be spending more on IPTV project, which is good for alcatel.</p> cingular has already basically outlined its IMS plans, so not many major changes there, and LU is already pre-built into it. same for Nortel and others who are supplying 3G gear.

I suspect the bigger change is on the wireline side where clearly there is going to be reshuffling of dollars.

sure there is going to be cap-ex reduction, but it doesn’t mean everyone is going to suffer. they will be spending more on IPTV project, which is good for alcatel.

]]> By: sunil http://gigaom.com/2006/03/07/att-bellsouth-deal-winners-losers/#comment-45637 sunil Wed, 08 Mar 2006 01:45:40 +0000 http://gigaom.wordpress.com/2006/03/07/att-bellsouth-deal-winners-losers/#comment-45637 <p>Look, on AT&T's conference call, they even said their Capex was going to be reduced in 07 and 08. It's a certainty that there will be a slow down for equipment vendors. But for Lucent (core IMS supplier) they've got a good chunk. Moreover, HSDPA/HSUPA vendors will see almost all their fair share because ubiquitous 3G coverage are table stakes going into 07 and 08.</p> Look, on AT&T’s conference call, they even said their Capex was going to be reduced in 07 and 08. It’s a certainty that there will be a slow down for equipment vendors. But for Lucent (core IMS supplier) they’ve got a good chunk. Moreover, HSDPA/HSUPA vendors will see almost all their fair share because ubiquitous 3G coverage are table stakes going into 07 and 08.

]]> By: Fred http://gigaom.com/2006/03/07/att-bellsouth-deal-winners-losers/#comment-45636 Fred Tue, 07 Mar 2006 23:19:11 +0000 http://gigaom.wordpress.com/2006/03/07/att-bellsouth-deal-winners-losers/#comment-45636 <p>Great article Om,</p> <p>I am curious: is ATT dropping Yahoo? I am an SBC Yahoo customer and i happened to call them today for customer support: they have dropped any mention of the Yahoo name. All the ATT DSL ads now omit to mention Yahoo as well. Just curious!</p> Great article Om,

I am curious: is ATT dropping Yahoo? I am an SBC Yahoo customer and i happened to call them today for customer support: they have dropped any mention of the Yahoo name. All the ATT DSL ads now omit to mention Yahoo as well. Just curious!

]]> By: Jeff http://gigaom.com/2006/03/07/att-bellsouth-deal-winners-losers/#comment-45635 Jeff Tue, 07 Mar 2006 16:46:54 +0000 http://gigaom.wordpress.com/2006/03/07/att-bellsouth-deal-winners-losers/#comment-45635 <p>This is big news.. I see a future with only 2 LECs- AT&T and Verizon.</p> This is big news.. I see a future with only 2 LECs- AT&T and Verizon.

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