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To: zbyslaw owczarczyk who wrote (2725)	11/2/2000 7:05:44 AM
From: zbyslaw owczarczyk	Respond to of 3891

The blanket statement that "capital spending by telecom carriers" will grow by X% masks a huge range of growth rates among different types of equipment. Next year, for example, spending on voice-related equipment will probably decline dramatically at the same time that spending on optical gear continues to increase in a big way. Industry gurus Ryan Hankin Kent, for example, estimate that the global optical transport market will grow 36% in 2001, which is a lot faster than the 21% increase they see for the entire market. news.morningstar.com Zbyslaw