3 thoughts on “A Broadband Redflag?”

  1. Pingback: DealBreaker.com
  2. We’re seeing consolidation all over the place.

    Nortels Selling of thier UMTS systems to Alcatel/Lucent shows that.

    The consolidation we’re going to see going forward is the complete ending of tier 2/3 suppliers being allowed to BID into ‘open bids.’ Thats where you’ll see the big 3 consolidate their authority over the integration of products.

  3. Test gear is a forward indicator. Slowing testing spend could mean we are past the stage. Plus EXFO has not seen slow down or has not said they have. We know DT is slowing down and so is Telstra; BLS with the integration will slow down and then VZ?

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