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Pastimes : All Clowns Must Be Destroyed -- Ignore unavailable to you. Want to Upgrade?

To: CYC who wrote (27494)	4/18/2000 9:39:00 PM
From: TheStockFairy	Read Replies (1) \| Respond to of 42523

The very short answer (this is my second edit after about a 2 page diatribe that I could repost if I really really had to) is NO, I don't see an overcapacity issue currently. I think bandwidth pricing is going to keep falling though which is a bad thing, but demand should continue to pick up. Also, as better Optical Switches are being put on the market (like Sycamore's (SCMR)), we may start to see some overcapacity. A company that is really neat in the Optical Equipment space is XROS at XROS.com, they have the most incredible optical cross-connect system utilizing MEMS (micro-mechanical-electrical) components.