SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Fibre (AFCI) ** IPO
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Vegas who wrote (1930)3/7/1999 1:09:00 AM
From: Douglas V. Fant  Read Replies (1) of 3299
 
Vegas, One other point on equipment demand- note the following:

Billions to be Spent for Upgrades

The demand for telecommunications infrastructure improvements to handle Internet-related data traffic is "creating a multi-billion dollar opportunity for component and equipment providers" according to telecommunications analyst Magill. He adds that this growth represents a "multi- billion dollar opportunity" for telecom component and equipment suppliers. A recent study found that companies will invest up to $23.6 billion by 2002 to upgrade Internet e-commerce systems.

One other trend worth noting. Dr. David C. Nagel, AT&T's Chief Technology Officer, recently stated that "the telecommunications industry is restructuring itself in much the same way as the computer industry did 20 or 30 years ago. . . . Companies did everything from manufacturing their own equipment to supplying telephone services, but now the model is of flatter organizations concentrating mainly on providing access networks." Anotherwords, in this competitive market a lot of tasks are being outsourced to third parties while the telecom company concentrates on its core competencies. "

If you'd like to see the whole article, called "Investing in the Digital Pipe" (or something like that!) go to :

members.aol.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News