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Strategies & Market Trends : Technical analysis for shorts & longs

SPY 691.81

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Jan 6 4:00 PM EST

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To: Johnny Canuck who wrote (32898)	6/20/2001 1:52:01 AM
From: Johnny Canuck	Read Replies (3) of 69546

View on telecom equip demand Message 15967380 Contrary view of bandwidth glut: Message 15967884 ``It's simply not accurate to add up dark fiber in the ground and then say there is too much capacity,'' noted Janzen. ``Dark fiber in the ground does not equal usable broadband capacity. When we built our 33,000 mile next- generation network we strategically added more fiber than we needed immediately to prepare for the inevitable future growth in demand.'' Janzen added, ``It takes a great deal of time and capital to 'light' dark fiber. With a fully lit and operational network, Williams Communications provides end-to- end network services today, and is well positioned to turn up additional capacity as more applications drive traffic onto the network.'' [This is starting to get interesting as WCG and Enron are AVCI customers. Enron confirmed guidance and WMB is not seeing a glut. Segment wise AVCI's investor relations comment might be right from the perspective of their customers and that is all they need to make their number given the small base they are coming off of.]

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