Principal broadband stimulus winners likely to be the three Cs: Contractors, Corning, and Calix

NASHVILLE, Tenn.--(BUSINESS WIRE)--Large construction firms contracted by the independent telcos will get the biggest amount of money because about 60 percent of Fiber-To-The-home (FTTH) costs are in this activity, according to a recent report by Telecom Pragmatics. Corning is the dominant optical fiber provider in the US as well as a large supplier of other outside plant equipment.

Calix will likely continue to be the market share leader as an overall access provider to the IOCs because as a private company, it can afford to put market share ahead of margin...