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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 (10753)	3/23/2001 8:57:29 AM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

"In fiber cabling itself, the strongest market will be in last-mile access, which Corning now separates from metropolitan fiber, said Alan Eusden, senior vice president and general manager of Corning's optical-fiber group. Access markets showed 40 percent growth last year and will decline only slightly from that peak, while metro markets will go from 50 percent growth to 25 percent and long-haul will decline from 60 percent to 10 percent, he said. Eusden said that regional projections suggest North America will continue to exceed 25 percent growth, beaten only by China and Korea, both at around 35 percent." Thread- Well that's a pretty interesting last mile prediction out of Corning. The only places fiber is used in the last mile is for DSL rollouts to remote cabinets (fiber run from CO to RT) AND the "F" part in HFC network. Since a large majority of cableco networks are already HFC(upwards of 70%) one wonders how Corning expects 40% growth in LM fiber? Could they possible expect FTTH or FTTB or FTTC to increase dramatically? If so, that's news to me as I have not run across any predictions showing strong growth in these area. Overall a puzzling prediction. Wonder if it's just good old PR fluff or for real? -MikeM(From Florida)

To: MikeM54321 who wrote (10753)	3/26/2001 8:47:02 AM
From: MikeM54321	Respond to of 12823

Re: Busted By Broadband Fiber-optic suppliers were at the center of NASDAQ's boom. But a too-good technology and frantic overbuilding triggered a high-speed collapse time.com "It's as if you're building a big interstate highway system without any feeder roads," says Carl Russo, Cisco's vice president for optical networking, "and you're wondering where all the traffic is." Nortel's Chandran has noticed that too. He vows to battle from "city to city and building to building" to "unclog the metro." In fact, the fiber giants have little choice but to focus on the long-neglected "last mile," since that's where the people are. ________________ Thread- Above is a nice, very general, article on what part of the telecommunications network has to be re-vamped next. Stuff that is near and dear to LMT (and Metro) investors. -MikeM(From Florida)