When Alcatel-Lucent recently changed its revenue outlook downward and warned of softening spending by carriers, many industry observers didn't buy it. They wanted to blame the company's merger integration woes instead. But now, the vendor's view has been echoed by Adtran, which issued its own third quarter revenue warning yesterday. Also, an analyst noted that AT&T's Project Lightspeed spending will be down.
Stay tuned, because when a couple of vendors issued revenue warnings during last year's fourth quarter, they rapidly snowballed into more than a dozen network equipment vendors doing the same.