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Technology Stocks : SDLI - JDSU transition
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To: Jack Hartmann who wrote (327)2/21/2001 12:55:58 AM
From: onurbius  Read Replies (1) of 3294
 
An anecdotal view from the telco trenches:

My wife works major accounts for -well- an unnamed American Telephone Titan . Evidently many large customers experience this problem: the Legacy systems are literally falling apart, while Fiber-optic cable is dark but physically installed in their facilities. They are screaming for the fiber to be lit. Hmmm....there it is again, I hear Kalkahoven in a ghostly refrain "Bandwidth, bandwidth, bandwidth-the demand is insatiable. Our industry is in it's infancy."

Isn't the environment du jour a bit like saying that while the oil lantern business is reporting disappointing results, there's this newfangled electric lightbulb thing about to happen? All the beancounters are still counting lantern sales.

Even Mr. Greenspan cannot exile the inexorable progress of actual working technology to oblivion. "It's the Bandwidth, Stupid!"
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