Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: John Trader who wrote (47451)	5/30/2001 9:29:17 PM
From: Ian@SI	Read Replies (1) of 70976

OT to John C re Optical: If I understand the situation correctly, there's a glut in long haul capacity(i.e. between the Carriers' central offices); and a sparcity of broadband coverage for the local loop(Between the COs and the customer). As the local loop bottleneck is removed, long haul capacity will rapidly be consumed. While I have no idea how long it will take before rapid growth resumes, or more to the point, becomes visible to investors, I do see a lot of urban streets being ripped up and fiber being laid in the cities. While I doubt that you'll see JDSU or GLW cut in half from today's close, it's almost a certainty that you'll see them well over 4 times today's close in less than 3 years. IMHO, Ian.

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