Summary
1. Yes, there will be a long-haul “bandwidth surge created by FiOS.” 2. But additional capacity will be needed for LTE deployments as well. 3. There does not appear to be too much “rethink[ing]” of Verizon’s long-haul network.
Analysis
More wireless business will lead to the need for additional capacity on long-haul networks. With LTE, the need for bandwidth on these wirelline systems will be that much greater.
There is nothing in “the "long-haul optical transport product" that appears to be too surprising. Still, Verizon wants to get out there early to make sure its intentions are clear publicly. That will put additional pressure on the component vendors to come up with something more quickly. And it is pretty evident that the “MPLS-TP requirement” will be a critical factor.
Interestingly, the Verizon executive “[will] be putting more investment, I think, at least in terms of new components and semiconductors, into the backbone network." The RBOC may be thinking it needs to get more proactive further down the food chain in order to assure timely delivery of full system products.
