Verizon GPON Selection

From Telephony Online:

In a research note issued this morning, UBS analyst Nikos Theodosopoulos said Verizon (VZ) is likely to pick Alcatel (ALA), Motorola (MOT) and Tellabs (TLAB) as its GPON suppliers in a twist on the carrier’s traditional dual-sourcing practices.

Typically the Bells would select two vendors, with a 70:30 deployment split between the two over the life of the contract. Who got the 70 was usually determined by technology and pricing in the early stages of the contract, establishing relative incumbency for one supplier.

Example: Once AT&T (T ) starts deploying a SONET ring with Fujitsu equipment, the risks of switching to Lucent (LU) (or God help us a Cisco 15454 (CSCO)) are higher than co