Capital Spending Drivers for Technology Recovery
- Watching Enterprise Cap-ex Increase
- Constrained capital markets shorten ROI horizons
- Focus on Security, Data Back-up and Operations
- Carriers Cap-ex suffering from Debt overhang
- Chip orders and ERP Software sales will lead
- RBOCs drive Cap-Ex Spending Model – ATM is Back
- IP-everywhere pauses as MPLS enables the trend
- OC768 on hold as transport bandwidth in fiber
- DSL connections continue – RBOCs step up
- MSOs (cable market) grow aggressive – may win big