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To: Bill Harmond who wrote (6574)4/20/2001 9:26:01 PM
From: Tom Kearney  Read Replies (3) | Respond to of 57684
 
Bill, can we square that with this from todays LA times?

As a result, many industries have capacity to burn. The telecommunications industry, for example, is using a microscopic 2.5% of its vast new fiber-optic network, according to a recent estimate by Merrill Lynch & Co.

latimes.com

Regards,
Tom



To: Bill Harmond who wrote (6574)4/20/2001 10:24:03 PM
From: Mark Fowler  Respond to of 57684
 
Yeah Bill I was thinking by end of third Qtr.
Btw, I guess you saw all the upgrades in storage sector Emc,Emlx, Qlgc and Brcd.

Upgrades in communication chip stocks Amcc, Vtss and Pmcs



To: Bill Harmond who wrote (6574)4/23/2001 6:52:37 PM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 57684
 
and that carrier networks could hit capacity within four months,

Bill,

Is the reference to carrier networks basically the voice and data backbone of the system?


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