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Politics : Formerly About Applied Materials

AMAT 335.09

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11:46 AM EST

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To: John Trader who wrote (46633)	5/11/2001 8:22:39 PM
From: mitch-c	Read Replies (1) of 70976

OT - GLW I've had it on my "what-if" list for some time, and I think there's an aspect (and market) currently overlooked. In new building construction, the intrabuilding backbone wiring is trending more towards fiber for bandwidth and RF immunity. (I'm dealing with just that sort of construction issue right now.) This is kind of like the "last mile" copper wire problem scaled down to premise wiring - the runs are much shorter than continental backbones, but there are a lot of these small projects going in. The total length of fiber used may remain constant, only in many shorter segments vs. fewer long ones. (That's better than the current gloomy projections.) I think fiber will move from nice to necessary as the campus/building network speeds transition to Gigabit, which opens a large retrofit market as well. - Mitch

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