gtchavan 12/5/2012 | 5:43:24 PM
re: Carrier Capex Could Rebound Quickly

Of course it has bounced back.   These guys are always fighting the last war.  The Fed break of ATT and T-mobile was the bottom.

ninjaturtle 12/5/2012 | 5:43:19 PM
re: Carrier Capex Could Rebound Quickly

Again INFN will benefit greatly from this additional Capex in the next 2-3 years of what is determined to be the next major build-out. 60% of traffic will be video with 2 years. INFN has the right gear at the right time. If you wait you'll be late on this one. maek these words LR.

Pete Baldwin 12/5/2012 | 5:42:31 PM
re: Carrier Capex Could Rebound Quickly

Notter put out a note this morning saying AT&T might have finally completed its budget and released it internally.

The note doesn't say much else -- I'm not sure it even confirms his theory about capex going back up. But the report calls out Juniper as a possible beneficiary, so, yeah, the stock's up today.

Flook 12/5/2012 | 5:42:29 PM
re: Carrier Capex Could Rebound Quickly

Given all the doom and gloom, it's heartening to hear some are expecting a "rebound" in carrier capex. Rosy predictions may make people feel good, but what are such optimistic predictions based on? Unless someone is living on a different planet, the U.S. economy doesn't look in great shape, some EU countries are in real trouble, Russian economy is slowing. Well, I guess China and India, relatively speaking, are doing fairly well.

Please do tell what is going to drive carrier capex?


Pete Baldwin 12/5/2012 | 5:42:28 PM
re: Carrier Capex Could Rebound Quickly

It's mainly AT&T. Spending is looking flat in general, but the equipment vendors have been saying that certain sectors (i.e. AT&T) had a lot of question marks going into this quarter.

AT&T slowed down spending at the end of last year, so Notter is basically saying AT&T capex is going to spring back and that vendors are just being conservative.

So, "rebound" means a rebound back to last year's normal spending, as opposed to the big pause that some vendors saw at the end of the year.

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