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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (15754)	5/13/2001 12:17:08 PM
From: Jim Willie CB	Read Replies (2) of 30051

unlit fiber is a fallacious approach to determining capacity since 99.9% of expense is from active components (lasers, modulators), the lit/unlit fiber element in the equation is irrelevant maybe I am misinterpreting comments here this is hardly the same as clearing a forest and building a road prior to building a neighborhd of houses if they want to lay down some fiber lines, they lay down 10x what they need incremental cost is minimal this results in big apparent unused capacity but that misses the point of active components to make it all work a buddy of mine works in firm issuing reports on fiber capacity he gave me the above lecture on miscalculation of capacity this is a tricky and very misleading concept hardly the same as unused computer capacity, or networking capacity they predict a resurgence in fo demand by 2002 and a big big bandwidth shortage by end 2002, early 2003 content is coming, devices are starting to show up / jim

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