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Technology Stocks : JDS Uniphase (JDSU)

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To: tekboy who wrote (13849)11/2/2000 12:09:37 AM
From: Kayaker  Read Replies (1) of 24042
 
Very nice article -- I like his style.

Pop quiz number two: Capex growth by telecom carriers in 2000 will come in at about 30%. Anybody want to guess what the carriers were projecting a year ago in terms of capex growth? How about 20%? Maybe even a lowball 15%? Nope--try 7% to 10%....

Industry gurus Ryan Hankin Kent, for example, estimate that the global optical transport market will grow 36% in 2001, which is a lot faster than the 21% increase they see for the entire market.
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