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Thursday, March 29, 2007

UltraBB New Verizon

Verizon starts deploying G-PON technology to implement its FTTH plans, having as major provider Alcatel-Lucent. This company is seriously back after the restructuring, winning major deals in the US but also in other markets such as the deal with Australia's Telstra. FiOs services are now improved, since the end-user has over 1Gbps (2.4Gbps) network capacity. It might not be a bad idea to reserve some ALU stock, the stock is not doing great righ now, but it might pay off some attractive marginal profits in the future. I have the feeling that very soon they will get back in demand threatening Cisco's throne.


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