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To: the Chief who wrote (67)	4/4/2001 10:20:26 AM
From: Shaw	Read Replies (1) \| Respond to of 235

And I'm lookin forward to gettin me one of those set top boxes. Liking the SFA-Z for that one. $50 last week!?! Phew, I am getting itchy.

To: the Chief who wrote (67)	4/4/2001 10:31:36 AM
From: Ally	Read Replies (1) \| Respond to of 235

Chief, agree with you that fibre is not going to go away. It is a revolution of copper to fibre. However, there is now reportedly a glut of installed dark fibre. The problem appears in the "last mile"... installing fibre at customer sites and getting paid. If there is a glut of fibre, the next chain of activity would be in the companies with installed fiber. Without cash flows on installed fibres, demand for raw materials and equipment makers could slow further.