Hi, Pat, I greatly appreciate your insight into all the issues surrounding fiber optics.
I live in Cincinnati, and love my DSL comnnection. This morning's Cincinnati paper had an article on the local economy. It mentioned that Broadwing, which recently hooked up with Cincinnati Bell (CB now calls itself Broadwing) had increased profits, but a lower bottom line due to the 18,000 miles of fiber it had laid. I take this as good news, since Broadwing is willing to take on this debt in order to get the fiber optic lines out. Out of curiosity I went to the Broadwing web site. I found an interesting, if confusing (to me) link there. It's at www.broadwing.com/html/watid_383.asp. Sorry if that doesn't come across as a link.
At any rate, according to this link,the CEO of Broadwing "...debunked the myth of a coming bandwidth glut..." at the recent Merrill Lynch Global Communications Investor Conference in NYC and also on CNNfn.
He "...also indicated that as bandwidth economics are favoring purchases of capacity over dark fiber, only those who can readily and reliably provide capacities ranging from 2.5 to 10 gigabit will become leaders of the digital economy."
Can you, or anyone else, tell what "capacity over dark fiber" means? Is this good news for un JDSU invoestors or otherwise? Thanks in advance for your answer. |
