Interesting article, Ken. To add to my opinion on optics vs electrons, here's a quote from an article on Nortel and optics:
"Nortel stands near the top of that market, which includes such networking gear competitors as Lucent Technologies Inc. (NYSE:LU - news), Alcatel , CIENA
Corp. (NasdaqNM:CIEN - news), Tellabs Inc. (NasdaqNM:TLAB - news), Pirelli SpA and Cisco Systems Inc. (NasdaqNM:CSCO - news)
Customers are lapping up technology for optical networks, which transport data, video and voice traffic at high speeds. Nortel has told analysts it expects the
technology to represent about C$5 billion in sales this year, a 75 percent increase over the previous year.
``Optics is the single fastest growing segment of the telecommunications equipment industry,' said Patrick Houghton, analyst at Sutro & Co. in San Francisco. ``Any
upside, I think, is going to be in optical.'" |
