Tech Rumor of the Day: Alcatel-Lucent, Adtran

Some winners and losers are starting to emerge as AT&T (T Quote) pushes its plan to narrow its equipment supplier list.

To better focus its tech strategy, the Dallas-based phone colossus is cutting its list of vendors from about 150 companies to somewhere around 40. The intent is to have primary suppliers and secondary suppliers for about 15 product categories.

Making or not making the list of the biggest-spending U.S. telco -- its capital spending budget for this year is $17.5 billion -- can be a momentous event for some gearmakers. ...