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To: Tom Kearney who wrote (6576)	4/21/2001 1:36:02 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

When the telcos burried fibre in the ground they rightfully figured that it was just marginally more expensive to bury a cable with many times the strands they need at present. Saves all that digging cost in the future, and the cable was only a fraction of the permit and construction costs. Maybe that's what the analyst is talking about, meaning that 97% of the installed fiber is still "dark"...not hooked up to any communications equipment.

To: Tom Kearney who wrote (6576)	4/21/2001 2:25:41 PM
From: Bill Harmond	Respond to of 57684

interactive.wsj.com

To: Tom Kearney who wrote (6576)	4/22/2001 4:09:11 PM
From: Bill Harmond	Respond to of 57684

A hint of optimism came when Roth said on the conference call that demand for long-haul optical capacity would pick up before the end of the year. He believes that the top carriers are currently operating at 70 percent to 80 percent capacity, and that they would start to max out that capacity in "three to four months." "Some of these networks will be nearing capacity in the coming months," said Roth. lightreading.com ...not that a Nortel projection is lately worth banking on!