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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: ftth who started this subject10/31/2000 6:40:05 PM
From: Frank A. Coluccio  Read Replies (1) of 46821
 
Network builders clamoring for glass

Most visions of converging networks see fiber optics
playing the key role in the long-haul, regional and
metro markets.

By The Short Fiber
By Bill Scanlon, Interactive Week
October 29, 2000

This year, enough optical fiber will be laid worldwide to make the round trip to the moon 117 times. It won't be nearly enough to keep up with demand.

With a 16-month lag between new orders and delivery, carriers that haven't secured ironclad contracts with fiber manufacturers are in trouble, and slipping behind the carriers that have.

"Those who have been slow locking in their contracts are between a rock and a hard place," says Patrick Fay, an analyst at fiber-optic market research firm KMI. "There is a fiber shortage worldwide, and it will continue next year and through 2002, as well."

Continued at:

zdnet.com
---------------

Bandwidth glut. Fiber shortage. Hmm...
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