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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: Katherine Derbyshire who wrote (51360)8/31/2001 5:49:31 PM
From: Ian@SI  Read Replies (3) of 70976
 
Katherine,

3G is a much higher bandwidth wireless solution. Too bad that the Service providers don't have the money to roll it out. Yet.

Further, while less than 10% of the dark fiber may be lit today, most of that will never be lit due to technology advances since the old fiber was put in the ground; and due to route traffic requirements.

All the same, the growth in traffic continues; and just like every other leading company in a cyclical sector, JDSU will also come back. The Communications capital equipment companies, and their cyclical nature, are just not as well understood. YET!!!

IMHO,
Ian
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