Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Frederick Langford who wrote (1292)	10/23/2001 7:43:31 PM
From: ajtj99	Read Replies (2) of 99280

I spoke with someone this weekend in the Fiber Optic Equipment business, and aside from backorders (which could be from 1-year ago) they have had no new orders for quite some time (not surprising). Their current backlog is enough to keep them busy for 2-years, but after that they have nothing. That's a fairly obvious situation, as 98% or so of the fiber already deployed is still dark. They are a private company that makes equipment that coats the inside of fiber, decreasing the need for boosting over distance. It is still fascinating to me that an industry that was the mother lode just 12-months ago crashed so quickly. That reminds me, I have to get a new telecom provider for our company before our current CLEC files Chapter 11 (current burn rate puts that at or around March 2002).

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