Comments on: Slowdown Hits Telecom Gear Makers Hard

By: Nokia: Profits Down 90%, But At Least We’ve Hit Bottom

Nokia: Profits Down 90%, But At Least We’ve Hit Bottom — Thu, 16 Apr 2009 14:11:04 +0000

[...] equipment makers, who have so far been hard hit by the credit crunch. AT&T has said it would rein in capital spending in 2009 as have other operators. [...]

By: Cloud, Cables and Cisco Makes the AT&T Capex Cut

Cloud, Cables and Cisco Makes the AT&T Capex Cut — Mon, 23 Feb 2009 15:35:56 +0000

[...] Stacey Higginbotham | Monday, February 23, 2009 | 7:35 AM PT | 0 comments AT&T said today that it plans to spend $1 billion this year on delivering all-IP networks to business customers and on undersea fiber, the same amount it planned to spend on these items last year. That makes a total of $3 billion spent on delivering IP access for businesses since 2006, and affirms AT&T’s commitment to this business after announcing earlier this year that it would cut its capital expenditures by up to $3 billion in 2009, spending as little as $17 billion all told. [...]

By: Mike

Mike — Sat, 31 Jan 2009 17:21:28 +0000

I expect it will not be so dramatic and exaggerated as media likes to paint it.

A more optimistic view of the Telecom and Tech industries in:
http://disruptionmatters.com/2009/01/30/telecom-slowdown-seven-reasons-for-hope/

By: Victor Blake

Victor Blake — Fri, 30 Jan 2009 19:27:32 +0000

If you look at the vendors with the highest prices and lowest value, then you will see a huge downturn. If you look at the vendors with low prices and high values, you can see where operators will be spending. In short, when times are tough, operators won’t throw cash out the door at an Escalade when they can get what they need with a Suburban (GM analogy). As to operators — it does make you wonder where all those SMBs are running too. After all — they do still have telecom needs. Think — non-telco…

By: anon

anon — Fri, 30 Jan 2009 19:13:40 +0000

true, but some companies are pushing on – take infinera and starent…seem to be doing fine….juniper is increasingly moving away from operators after the enterprise gold….