re: Adtran & Tellabs: A Tale of Two Access StoriesAre-áyou are referring to AFC beating Alcatel in the original VZ BPON business?-á-á They bought the business.-á-á The ONT costs-áwere clearly underwater.-á-á-á It worked for them as Tellabs acquired AFC and got those guys off the hook.-á-á Tellabs then had to redesign the ONT.
re: Adtran & Tellabs: A Tale of Two Access Stories I don't get this story at all.
"The TA 5000 has helped Adtran get more business with big carriers. Tellabs, meanwhile, hasn't been able to get much further with AT&T."
That's why Adtran is succeeding and Tellabs isn't? The TA5K isn't contributing materially to Adtran's overall revenue yet, but more importantly, Tellabs problems didn't stem from an inability to get tier-one customers. In fact, the opposite is true.
re: Adtran & Tellabs: A Tale of Two Access Stories Depends on how you look at it. Tellabs business with Verizon and AT&T in Access was bigger than all of Adtran (all of it including non-Access businesses and all non-Carrier Businesses).
Adtran has always gone after the spots avoided by the big players (see Alcatel). AFC went head to head with Alcatel and effectively kicked Alcatel in the groin - twice. Tellabs then promptly mucked it up.
As to Occam, nice little business. Fairpoint will be a mess and should be fun to watch. This has nothing to do with Occam - but the company is about to grow 5x without the corporate structure to support it. They pick up every piece of junk in the 3 states and even some FiOS lines. I will the best of luck to Fairpoint, but they are going to struggle with how to restructure their OPEX and CAPEX.
re: Adtran & Tellabs: A Tale of Two Access StoriesThe Fairpoint deal was with "little" margin to speak of - so even tho they have the account it will be interesting to see the margin when they start to publish results.
re: Adtran & Tellabs: A Tale of Two Access StoriesThe TA5000 by itself isn't the sole reason for its success, the 1100 is responsible as well as we've pointed out. As for your remark about Tellabs, I agree. But we never said they had an inability to get Tier 1 customers and that that was the reason for their demise. The point is that their business within the Tier 1s as far as broadband access is concerned is slipping, i.e. AT&T ditched FTTC, and Verizon is phasing out BPON.
re: Adtran & Tellabs: A Tale of Two Access Stories See Raymond here is the problem....
Adtran's Access Business at Tier 1s with all this growth may still be smaller than Tellabs Access Business at those same Tier 1s after all that slippage.
Most people overestimate Adtran's growth. Take a look since 2000 and evaluate Adtran's top line growth.
Okay, so there we are. A company completely flat over 8 years. Not a terrible business but not a big growth story. I like the guys at Adtran and think they run a good business. But let us not crown them the kings of the world.
re: Adtran & Tellabs: A Tale of Two Access StoriesI always read how poorly Calix is doing. Then I read reports like this: http://www.broadbandproperties...
This shows Calix winning over 200 independent telco's fiber to the home projects. Since Calix's market is these kinds of Tier 2 and Tier 3 companies and Calix is winning almost all the business there, then how can they be doing poorly? And if this is doing poorly, what else can they do? Going after Tier 1 didn't help Tellabs.
I don't get this story at all.
"The TA 5000 has helped Adtran get more business with big carriers. Tellabs, meanwhile, hasn't been able to get much further with AT&T."
That's why Adtran is succeeding and Tellabs isn't? The TA5K isn't contributing materially to Adtran's overall revenue yet, but more importantly, Tellabs problems didn't stem from an inability to get tier-one customers. In fact, the opposite is true.
The Fairpoint deal was a big win for them and should bring in a very meaningful amount of business.
Depends on how you look at it. Tellabs business with Verizon and AT&T in Access was bigger than all of Adtran (all of it including non-Access businesses and all non-Carrier Businesses).
Adtran has always gone after the spots avoided by the big players (see Alcatel). AFC went head to head with Alcatel and effectively kicked Alcatel in the groin - twice. Tellabs then promptly mucked it up.
As to Occam, nice little business. Fairpoint will be a mess and should be fun to watch. This has nothing to do with Occam - but the company is about to grow 5x without the corporate structure to support it. They pick up every piece of junk in the 3 states and even some FiOS lines. I will the best of luck to Fairpoint, but they are going to struggle with how to restructure their OPEX and CAPEX.
seven
I hate the inability to make tables on this set of forums.
I am a sad panda.
seven
See Raymond here is the problem....
Adtran's Access Business at Tier 1s with all this growth may still be smaller than Tellabs Access Business at those same Tier 1s after all that slippage.
Most people overestimate Adtran's growth. Take a look since 2000 and evaluate Adtran's top line growth.
07 06 05 04 03 02 01 00
---------------------------------------------
476 472 513 454 396 345 387 462
Okay, so there we are. A company completely flat over 8 years. Not a terrible business but not a big growth story. I like the guys at Adtran and think they run a good business. But let us not crown them the kings of the world.
seven
http://www.broadbandproperties...
This shows Calix winning over 200 independent telco's fiber to the home projects. Since Calix's market is these kinds of Tier 2 and Tier 3 companies and Calix is winning almost all the business there, then how can they be doing poorly? And if this is doing poorly, what else can they do? Going after Tier 1 didn't help Tellabs.
Calix has really really low margins - if you look at hte product it is overdesigned for a NGDLC.
If they where doing so well why have they raised more CASH from VC's ! They must be at $400M. Shit AFC built a product on $5M.