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To: straight-->arrow who wrote (1042)	11/1/2000 1:36:44 PM
From: BDR	Respond to of 2260

Forgive me if these have already been posted. smartmoney.com This Is No Bubble By James B. Stewart October 31, 2000 rhk.com Global Optical Transport Capital Expenditure Will Increase At Least 36% in 2001 According to RHK Total Carrier Global Capital Expenditures Will Grow by 21% in 2001 South San Francisco, CA. - October 30, 2000 - In the first comprehensive capital expenditure survey conducted by RHK on carrier spending, RHK announced today that global capital expenditures of service providers will grow from $306 billion in 2000 to $370 billion in 2001, a 21% increase year over year. The new forecast on global spending highlighted the forces driving the robust spending worldwide by carriers, such as migration to a data-centric network, the increased deployment of next generation optical transport equipment, and continued carrier build-outs of new networks. RHK expects to see spending on global optical transport, which includes DWDM, SONET and DCS equipment, grow from $47 billion in 2000 to $64 billion in 2001, a 36% increase year over year. rhk.com RHK Unveils New Optical Transport Forecast: North American DWDM Market Projected to Grow Over 50% per annum through 2004 Nortel Increases Share To Maintain #1 Position South San Francisco, CA. - October 30, 2000 -New findings from telecom market research firm, RHK Inc., show that the North American DWDM sector of the terrestrial optical transport market is expected to grow from $3.5 billion in 1999 at a 50% CAGR to $26 billion in 2004. The overall optical transport market, including shipments for DWDM, SONET, and DCS equipment, grew 67% in 2000 and is projected to reach $29.3 billion in 2001 and $45 billion in 2004. RHK expects the North American SONET market to grow at a 15% CAGR through the forecast period, and the DCS market to grow at 9% CAGR. netscape.zdnet.com Fiber shortage has carriers scraping Burgeoning use of the Internet and insatiable demand for bandwidth fueled the clamor for fiber, which is now in short supply. By Bill Scanlon, Interactive Week October 29, 2000 4:19 PM PT This year, enough optical fiber will be laid worldwide to make it round trip to the moon 117 times. It won't be nearly enough to keep up with demand.