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Optical Trends To Watch In '09

机译:09年的光学趋势

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I've seen a lot of spectacular ups and downs in the optical networking arena in the 14 years I've tracked it. This promises to be another interesting year. Here are six trends I see that will and won't affect optical networking this year: Service providers slow first-half spending in 2009 but might pick up in second half. We reported in our November Service Provider Capex, Opex, ARPU, and Subscribers report that, as a whole, service providers have projected flat or only slight reductions in capex for 2009. Many large service providers are confirming their previous capex guidelines, including Orange (France Telecom), Deutsche Telekom and Verizon. Others such as AT&T announced minor downturns. No matter their plans, we see that many in early 2009 are holding back in the first two quarters but keeping their yearlong plans in place.
机译:在我追踪的14年中,我在光网络领域经历了许多壮观的起伏。这将是又一个有趣的一年。我认为有六个趋势将对今年的光网络产生影响,并且不会对它们造成影响:服务提供商在2009年上半年的支出增长速度有所放缓,但在下半年可能会回升。我们在11月份的服务提供商资本支出,运营支出,ARPU和订户报告中报告,总体而言,服务提供商预计2009年的资本支出将持平或略有下降。许多大型服务提供商正在确认以前的资本支出准则,包括Orange(法国电信),德国电信和Verizon。 AT&T等其他公司宣布出现小幅下滑。无论他们的计划是什么,我们都看到许多2009年初的计划都在前两个季度有所推迟,但仍保留了他们全年的计划。

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