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Technology Stocks : Ciena (CIEN)
CIEN 241.10-1.0%Jan 20 4:00 PM EST
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To: Miles Rhyne Hoffman, CFA who wrote (2109)5/8/1998 10:00:00 PM
From: Curtis E. Bemis  Read Replies (1) of 12623
 
> Does anyone know why telecoms keep "in the dark."<

Dark fiber is simply unused fiber. They keep upwardly mobile options
cause the current rate of traffic growth for Internet traffic is
a double every 100 days or so. To "light" the fiber requires more capital equipment expenditure. Most ISPs write off the expenditures for routers and the like in 18-24 months. They need the capacity
for rapid growth, especially if it grows faster that it does
currently. Of course, with a CIEN DWDW, they get a factor of 16
or greater on a single fiber pair ;-))
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