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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (9266)11/22/2000 7:24:31 PM
From: Bernard Levy  Respond to of 12823
 
Hi Mike:

You are right, the figures are flipped. More than 80%
(I think the actual figure is closer to 90%) of
US office buildings do *not* have access to fiber.

Best regards,

Bernard Levy



To: MikeM54321 who wrote (9266)11/22/2000 7:37:45 PM
From: ftth  Read Replies (1) | Respond to of 12823
 
Hi Mike, re: ...then I have suddenly lost interest in enterprise LMT solutions

Even if those numbers were correct, why would that make you lose interest? The equipment market can't really grow without fiber present, and the services market can't really grow without both the fiber and the equipment there.



To: MikeM54321 who wrote (9266)11/24/2000 4:40:13 PM
From: Raymond Duray  Respond to of 12823
 
Re: Fiber Optics in U.S. Commercial Buildings

Hi Mike,

In mid '99, RHK reported that about 7% of commercial buildings in the U.S. had fiber optic communications supplied to the building. So I'm inclined to agree with Bernard's lower figure of about 10% penetration today. The further implication is that a fair amount of the extant fiber is already obsolete. We're really only just beginning the FO buildout.

Best, Ray


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