& cplSiteName &

Last Call

Phil Harvey
4/28/2009

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

(2)  | 
Comment  | 
Print  | 
Related Stories
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Fotons
Fotons
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...


 


Cheers,


Fotons

Toad680
Toad680
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?

More Blogs from The Philter
Mitch Wagner brings us coverage of the Cisco Silicon One announcement from San Francisco, where the company announced a single technology platform to serve all its networking customers.
Phil Harvey and Kelsey Ziser interview Juniper CEO Rami Rahim about his thoughts on 400G, where AI will matter in the enterprise and what it will mean for service providers.
What did our analyst colleagues and fellow editors think of all the big booths, meetings and crowded corridors?
Videophone zombies. Disappearing phones. Moaning mobile services. Glass that makes your skin crawl. Don't be afraid. It's the Light Reading Podcast Halloween Special!
'This is the next big technology transformation in the communications world and I think it's going to completely upend some companies' business models.'
Featured Video
Upcoming Live Events
March 16-18, 2020, Embassy Suites, Denver, Colorado
May 18-20, 2020, Irving Convention Center, Dallas, TX
All Upcoming Live Events