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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 (www.lightreading.com).

The report -- entitled "Passive Optical Networks: 21st Century Access?" and published by the subscription research service Light Reading Insider, (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 Bulletin Board: FJTSY), and Hitachi 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
     west@lightreading.com
       Sales Contact:
     Dave Williams
     Sales Director
     Light Reading Insiders
     415-293-8470

dave.williams@heavyreading.com

SOURCE Light Reading

-0- 04/12/2004

/CONTACT: Laura West, Marketing Director, +1-212-925-0020, ext. 105, west@lightreading.com, or Dave Williams, Sales Director, +1-415-293-8470, dave.williams@heavyreading.com, 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 /

(AFCI AA ALA FJTSY HIT)

CO: Light Reading ST: New York IN: CPR MLM PUB TLS SU: SVY -0- Apr/12/2004 14:00 GMT

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