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Politics : High Tolerance Plasticity

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To: energyplay who wrote (7525)	9/7/2001 10:22:17 AM
From: que seria	Read Replies (2) of 23153

It's the metro/last mile connection, not long haul fiber, that is way under-delivered and offers great opportunity to companies with the right products. more fiber in the ground = equals massive supply overshoot. Video on demand requires a large customer base, and thus requires widespread broadband, which requires much more pervasive, capacious, and intelligent optical switching at the metro level. Not to mention fiber to the curb, or dishes on roofs. I own and like ONIS, OCPI, FIBR (all the more as prices fall), and will buy SCMR. Have also got AVCI and looking at CORV cheaper, but those are really LT speculations. I do agree we're early on the fiber to the curb or in the air buildout, but I see it as the next and none-too-distant step so I'd rather be a bit early than late. Legging into positions with 2-3 buys is the way I play it.

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