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Last Call

Phil Harvey

6:00 PM -- A few items to see before Happy Hour makes you happy:

  1. Video Competition: The FCC is extending the scope of its upcoming report to Congress on the state of competition for video programming delivery. A Federal Register notice this week said that the agency is seeking "data and comment regarding consumers' choices for access to video programming and how these choices have changed since June 30, 2007."

    That should be an interesting report: Since the summer of '07, two nation's top two telcos have snatched nearly 3 million pay TV customers from cable and satellite providers.

    AT&T Inc. (NYSE: T)'s U-verse service had about 51,000 customers in the summer of 2007; U-verse has more than 1.3 million subscribers now. Verizon Communications Inc. (NYSE: VZ) had about 515,000 FiOS TV customers then; it has around 2.2 million FiOS TV customers now.

  2. Charter: Thy name is mud.

  3. Tellabs Conspiracy Theory: Now that Tellabs Inc. (Nasdaq: TLAB; Frankfurt: BTLA) is softening up Wall Street for some M&A news, we wonder if Tellabs, eager to reclaim its Advanced Fibre Communications roots in the Tier 2 and Tier 3 market, might make a run at someone like Calix Inc. (NYSE: CALX) or Occam Networks Inc. (Nasdaq: OCNW). What about Enablence Technologies Inc. (Toronto: ENA)? Or, to stray a bit from the AFC customer list: Why not 2Wire Inc. , Orckit Communications Ltd. (Nasdaq: ORCT), or Ditech Networks Inc. (Nasdaq: DITC)? My point: Tellabs is in quite a good position to change itself a lot by spending relatively little.

— Phil Harvey, Editor-in-Chief, Light Reading

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12/5/2012 | 4:05:47 PM
re: Last Call

While Tellabs conducting M&A in the access may make amusing speculation, I don't know how excited I would be as a Tellabs shareholder.  That last big access acquisition of theirs didn't exactly turn out as planned...




12/5/2012 | 3:59:48 PM
re: Last Call

I would surprised to see TLAB making a run at Calix or Occam.  They are exiting access with the perception that the chinese will ultimately drive any margin out of the business.

But there is an amazing amount of stimulus money about to hit the RUS market.   With Occam selling for not too much above its cash level and occupying around 20% of that market, who knows.

My understanding is that there is now a plan to leverage the stimulus money and that the total going to rural access may approach 13 billion over the next several years.  Any comments on the accuracy or implications of that statement?

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