Good turnout -- quite a few carriers around, mostly from North America. (One vendor theorizes the Euro carrier crowd blew their budgets on our New Telco Europe event -- see New Telco Europe: Quips & Pics.)
Keynote speeches seem well received so far. AT&T Inc. (NYSE: T) was particularly impressive, IMHO.
No time to file a full story right now, so here are a few random bits:
- AT&T really is doing that OC768 backbone, turning it up in January. (See AT&T Readies 40-Gig Backbone.)
- Verizon Enterprise Solutions , which today announced new Ethernet services in the Asia/Pacific region, has plans for a few new technology directions in the next two years. Could be interesting to watch.
- One competitor wonders why no one is asking Verizon about the cannibalization of Frame Relay services. I gave it a shot; Verizon counters by noting that Ethernet isn't so much cheaper, and that Ethernet more easily lends itself to upgrades to help make up the revenue difference.
- Alcatel (NYSE: ALA; Paris: CGEP:PA), Cisco Systems Inc. (Nasdaq: CSCO), and Juniper Networks Inc. (NYSE: JNPR), on a panel together, got asked what the differentiation in routers will be, since Juniper's MX960 brings them all up to par with one another. (See Juniper Antes Up on Ethernet (Finally).) Juniper says the difference will be software and features (implying that having one OS is important). Cisco says it's service intelligence inside the network. Alcatel answered indirectly, saying only one vendor offers the entire network including DSL access stuff. Hey, at least they all gave different answers.