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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (15756)	5/13/2001 1:20:03 PM
From: orkrious	Respond to of 30051

they predict a resurgence in fo demand by 2002 and a big big bandwidth shortage by end 2002, early 2003 content is coming, devices are starting to show up Jim, this implies a booming business for "active components (lasers, modulators)." I don't know anything about this stuff. Who sells it? TIA Jay

To: Jim Willie CB who wrote (15756)	5/13/2001 1:22:13 PM
From: Zeev Hed	Read Replies (3) \| Respond to of 30051

That is what Corning was trying to convey as well, they claimed that their active components business is still growing. Question, When you lay a transatlantic fiber cable, don't you have to lay down all the amplifiers along the way? I seem to remember that every 70 miles or so, signals need to be "reamplified". If that is correct, a bunch of the additional infrastructure (except the end pieces and possibly the "last mile", are in place for quite some time. Zeev