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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