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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: gbh who wrote (13739)10/30/2000 3:53:05 PM
From: pat mudge  Read Replies (3) | Respond to of 24042
 
I was quoting an earlier report, available at OFC in March.

When you read any report, you have to pull out numbers for DWDM, not over-all optical networks, which include Sonet.

This from the end of the article:

In 2000, phone companies and Internet service providers will spend about $7.7 billion on WDM transport technology, with sales expected to reach to $26.6 billion in 2004, the report said, and Nortel controlled 57 percent of that North American market, up from 37 percent last year. Sales rose to an estimated $7.7 billion in 2000 from $3.43 billion in 1999.


Of those numbers, how much do components represent? That's the number we need.

Pat



To: gbh who wrote (13739)10/30/2000 6:05:12 PM
From: Tom Hughes  Read Replies (1) | Respond to of 24042
 
This report shows the trouble with estimates.

In 1999, RHK estimated 2001 spending of $19.4 billion. This year they estimate 2001 spending of $29.3 billion. An upward revision of about 51% after a year. How then can their estimate for 2004 be accurate?

TH


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