INFRASTRUCTURE: Shaped up, Will Play
A restructured Alcatel plans to make it big in the 3G and broadband equipment markets and make up for some lost opportunities
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Broadband: With DSL, Copper’s Gold
And it is now or never for incumbents—equipment prices are attractively low
INFRASTRUCTURE: A Ductile Business
Five years from now, when duct manufacturing won’t be big, what will Dura-Line do? Shift to services, of course…
Modems: Run It on the Host
Why put the core processing on the modem when the PC’s processor has surplus capacity?
USM: Who Prefers What…
Enterprises won’t mind paying upfront for UMS implementations, but service providers will look for revenue sharing