Re: Too little capacity...yada...yada...
From yesterday's Aligent press release: "According to industry analysts, fiber-optic networks are nearly stretched to capacity by the burgeoning demands of a digital workplace and sprawling e-commerce sites."
Thread- Has anyone noticed the analyst and money managers have pretty much gotten off the, "too much bandwidth," horse and are now leaning the other way. If you want a view of what I'm talking about, link back through my posts and you'll recall we were flooded with, "too much capacity, yada, yada," info for months and months.
As usual, it drove the carrier's carrier players down to their knees. Now with all the extreme hype about photonics, they are getting pumped back up. Same old. Same old. Pull up one year charts of QWST, LVLT, ENE, TGO, etc. And you'll see what I mean. Now comes the part where an investor has to figure out when the peak of the, "need more capacity," hype will be, before the routine thrashing starts up again.
It's moved recently into the metro/trunking networks. So I'm hoping it shouldn't be too long before the talk/hype moves down the network to the Last Mile bottlenecks problems. But these are not as predictable as the core backbone thrashing down and hype buildup is. Wall Street is such fun to watch as long as perspective can be maintained. -MikeM(From Florida) |
