Analysts Narrow RFP Odds

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sevenbrooks 12/4/2012 | 11:33:32 PM

re: Analysts Narrow RFP Odds
Actually most RFPs are conducted under NDA. If vendors reveal information about the RFPs, then generally they are breaking the terms of the NDA.

seven

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Mech4 12/4/2012 | 11:33:30 PM

re: Analysts Narrow RFP Odds As mentioned here awhile ago....not by me.

NT is not American, See any non-US cos. in these short lists?

These highly compensated analysts with "no sense" make sense to me.

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litereading 12/4/2012 | 11:33:29 PM

re: Analysts Narrow RFP Odds don't suppose Lehman could be wrong about this. After all, how often have analysts been wrong about the telecom industry in the last five years?

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skeptic 12/4/2012 | 11:33:29 PM

re: Analysts Narrow RFP Odds NT is not American, See any non-US cos. in these short lists?
------------
Alcatel was actually mentioned in the article.
But I agree that non-US companies have little
chance. Even US companies outside of a small
subset are unlikely to make much progress.

Cisco and Juniper managed, for example, to
get the router portions of the RFP defined in
such a way that anyone without a broad product
line (i.e. them) would be implicitly excluded.
This was, for example, bad for most of the
established edge router vendors.

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oc-infinity 12/4/2012 | 11:33:28 PM

re: Analysts Narrow RFP Odds Nortel not making any part of this short list is only partly due to the fact that they are a Canadian-headquartered company. They still have a huge presence and employees in the USA, but that is not the only reason for their losses. They are losers in this project because they have totally squandered their lead in long-haul transport with non-starter products like LH5000, totally mismanaged the LH1600, and killed off nearly all the US based optical teams. They pretty much have exactly the same product lineup as four years ago, except for the DT. And the HDX has never suceeded in getting customer traction from paying customers, which is once again been demonstrated by losing the OXC position to Sycamore (Ciena was sure to be shortlisted with Coredirector).

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wass 12/4/2012 | 11:33:21 PM

re: Analysts Narrow RFP Odds I agree. Analysts are just trying to get some sort of short term gain for the stocks. It's amazing to me based on the last two years scandals that there are any analysts employed anymore in this sector.

I would lend more credibility to bookies in Las Vegas, if they placed odds on who would win.

Hey, a new business idea!!!

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captain kennedy 12/4/2012 | 11:33:15 PM

re: Analysts Narrow RFP Odds 1. Private RFP's are under NDA to protect the content of the RFP. The DISA RFP is free to the public. A reason why DISA/SAIC may tell Corvis to pipe-down is to allow the process to unfold. Afterall, there is still a lot of wages to be earned in completing this process. Do you think those in charge want the wage earners and wage payers to believe the process is a waste of time and money?

2. It appears the first two requirements to get into bake-off are (a) US based company (b) "Financially (read non pre-IPO) stable" company who can be in it for "the long-haul"

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optical Mike 12/4/2012 | 11:32:53 PM

re: Analysts Narrow RFP Odds NT is not on the list (PON RFP) because they do not have a product to offer, it's that simple.

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rjmcmahon 12/4/2012 | 11:32:49 PM

re: Analysts Narrow RFP Odds NT is not on the list (PON RFP) because they do not have a product to offer, it's that simple.

Does it also imply that the Canadians aren't taking PON seriously? Many from Canada do seem to be leading the way on our superhighway problem.

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dodo 12/4/2012 | 11:32:48 PM

re: Analysts Narrow RFP Odds Many are working on the Broadband technology except for Nortel who sold its Access Business 21/2 years ago.

That's from the decision makers who thought that Optical Internet will bring in the greenbacks.

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