Light Reading Insider Analyzes Passive Optical Networking for FTTP Deployments
12 Avril 2004 - 5:00PM
PR Newswire (US)
Light Reading Insider Analyzes Passive Optical Networking for FTTP
Deployments NEW YORK, April 12 /PRNewswire/ -- The North American
passive optical networking (PON) and fiber to the premises (FTTP)
market may be hot, but it's going to get a lot hotter in 2005 and
2006, as an influx of new products and service provider RFPs add
fuel to the fire, according to a new report from Light Reading
(http://www.lightreading.com/). The report -- entitled "Passive
Optical Networks: 21st Century Access?" and published by the
subscription research service Light Reading Insider,
(http://www.lightreading.com/insider) -- evaluates technology
choices, vendor strategies, and the lessons to be learned from PON
activity throughout the world. A bright future is expected for PON
as the centerpiece of carriers' triple-play services over FTTP. "In
the near term, greenfield deployments, especially by utilities and
municipalities with long-term ROI expectations, will be the main
addressable market," says Daro Clark, the report's author. "But
FTTP will not result in higher RBOC capex; it will simply replace
spending on legacy copper infrastructure." This report looks at the
recent customer trends in FTTP/PON and explores the barriers to
widespread deployment. The Insider's conclusions include: * The
RBOC's choice of the BPON standard is the strongest validation of
PON technology in the U.S. to date. * Verizon is the most ambitious
RBOC, while SBC and BellSouth are less convinced of FTTP's
short-term proposition. * Beyond the RBOCs, the opportunities are
plentiful: Independent telcos, cable and utility companies,
municipalities, and real estate developers provide PON vendors with
a captive but fragmented market. * PON equipment prices will
decline 20 percent to 30 percent in the next two years. *
Regulatory uncertainty regarding RBOC unbundling commitments and
other companies' rights to offer PON-based services is keeping in
the industry at the bleeding edge. * With over 1 million FTTP
subscribers and a projected 5 million by the end of 2005, Japan is
the test bed for next-gen access networks. * The race is on between
the EPON and GPON standards for industry acceptance, but ultimately
the customers' existing network technologies will force their
decisions. Private vendors analyzed in this report: Optical
Solutions Inc.; Salira Optical Networking Systems Inc.; Alloptic
Inc.; CEOS Pty Ltd., and Flexlight Networks Inc. Public vendors
analyzed in this report: Advanced Fibre Communications Inc.
(NASDAQ:AFCI), Alcoa Fujikura Ltd. (Jointly owned by Alcoa Inc.
[NYSE: AA] and Fujikura Ltd.), Alcatel SA (NYSE:ALA), Fujitsu Ltd.
(OTC:FJTSY) (BULLETIN BOARD: FJTSY) , andHitachi Ltd. (NYSE:HIT)
The report is available as part of an annual subscription to the
monthly Light Reading Insider, which is priced at $1,350. The
subscription includes 12 monthly reports covering the hottest
wireline equipment and services markets. Individual reports are
available for $900. To subscribe, or to get more information,
please visit:
http://www.lightreading.com/ad_redirect.asp?ad_id=2623 About Light
Reading Insider Light Reading Insider
(www.lightreading.com/insider), an electronic research service of
Light Reading (www.lightreading.com), provides independent analysis
to investors and industry leaders tracking the latest developments
in the telecommunications industry. Marketing Contact: Laura West
Marketing Director Light Reading Insiders 212-925-0020 x105 Sales
Contact: Dave Williams Sales Director Light Reading Insiders
415-293-8470 DATASOURCE: Light Reading CONTACT: Laura West,
Marketing Director, +1-212-925-0020, ext. 105, ,or Dave Williams,
Sales Director, +1-415-293-8470, , both of Light Reading Insiders
Web site: http://www.lightreading.com/
http://www.lightreading.com/insider
http://www.lightreading.com/ad_redirect.asp?ad_id=2623
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