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Technology Stocks : AUTOHOME, Inc
ATHM 24.86-0.2%Nov 13 3:59 PM EST
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To: ahhaha who wrote (3512)12/24/1998 9:48:00 AM
From: ERM  Read Replies (2) of 29970
 
You raise an issue I've been thinking about, and would really appreciate your input. As carriers implement WDM and other "more exotic technologies", it seems to me that one of the consequences will be an abundance of backbone and distribution capacity. Implementing WDM in a standard cable HFC plant, for instance, results in an exponential gain in fiber capacity, based on the amount of fiber already deployed.

My question is, do you believe this surging capacity will negatively effect carriers like WCOW and QWEST? Or do you believe that new applications will create enough demand to utilize all this capacity. My sense is that at least in the 3 to 7 year time frame, the former proposition is more likely, but that's just a gut feel. Appreciate your thoughts.
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