India, March 21 -- Some of that unevenness showed up in last year's fourth quarter -- usually a strong quarter for spending, marked by the flushing of budgets before the end of the year -- which was weak overall in terms of capex outlay.

"We're starting to see some lumpiness in spending," Jeff Heynen, research director for broadband access and home networking at Dell'Oro, noted during the recent Cable Next Gen event as he relayed his forecast for the cable access market.

He said a portion of that quarterly weakness can be traced to the fact that several cable operators were still evaluating their technology and product decisions for the transition to DAA, an emerging architecture that will see operators pull fiber closer to the premises a...