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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (84897)	2/25/2000 9:57:00 PM
From: puborectalis	Respond to of 120523

SCMR and others......Analyst Predicts Multi-Billion Dollar Opportunity in Optical Networking The telecommunications equipment industry is currently in a growth phase, and the optical networking sector is providing great opportunity for investors. According to Banc of America Securities' (SanFrancisco, CA) senior telecommunications equipment and data networking analyst Chris LeBlanc, over the next several years communications carriers will re-build a global network that took 100 years to establish. "We will eventually see public networks shift to all optical networks to provide carriers with additional capacity and flexibility," he explains. The optical networking market is diverse, providing investment opportunities in several sectors—carriers, optical systems, and other active and passive optical components, said LeBlanc, who predicts that increasing global traffic demands and new services will continue to drive investment. The appeal of an all-optical network includes the scalability of fiber optics, lower cost per bandwidth, improved reliability, rapid restoration from network disruptions, service transparency and faster service provisioning. Such networks are not yet a reality, but LeBlanc believes they will begin to emerge by 2002—thanks to advances in optical systems and components. The next generation of optical network equipment will focus on smart bandwidth deployment enabled by lower cost, tunable and increasingly integrated components. Future networks will be dominated on the service level by Internet Protocol (IP) applications riding over wavelengths of light. In fact, according to LeBlanc, broadband access equipment, optical transmission equipment and high-speed switch/routers are anticipated to sustain annual growth rates in excess of 30% over the next several years.