SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?


To: Jack Hartmann who wrote (656)3/10/2001 12:35:25 PM
From: pass pass  Read Replies (1) | Respond to of 3294
 
What about the computer industry? Can we compare it to the bandwidth industry? Computer speed doubles every 18 months so said Moore, but the computer business is still growing pretty fast. There may be an oversupply in the backbone space, but the last mile is still 56k dialup for most AOL users.



To: Jack Hartmann who wrote (656)3/10/2001 1:33:15 PM
From: John Carragher  Respond to of 3294
 
Jack I read this as national only (National Fiber Optic Engineering Conference,) what ever happen to international demands. I got from the report she was talking more about quest, wcom and baby bells plus suppliers to these companies. I was looking for impact of international situation on suppliers but didn't pick up any mention.