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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Mark Fowler who wrote (7645)	6/16/2001 11:01:58 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

>>because the carriers don't need there equipment or have the money to expand. Carriers certainly don't need much of NT's or Lucent's technology. They certainly don't need circuit-based technology (most of their sales) which has been creatively destroyed by packet-based technology. Voice over IP is another nail in the circuit coffin. BUT! What carriers do need is intelligent networks. For several reasons. First they save money. Second they make provisioning services fast and inexpensive. Flexibility. Carriers need to build out the metro core now. Broadband communications is like electricity. It is hugely productive. It extends our reach. And like the world of 1900, everyone knew at a gut level that every home and business in America had uses for it and would make room in their budgets to buy it. DWDM is only a few year old and it allowed a quantum leap in capacity over a single strand. I think part of the capacity overhang in long-haul is the effectiveness of DWDM. Sure there was a rush and there are those stranded when the liquidity tide ran out. That doesn't matter in the long run because as long as there is demand (an analyst on CNBC sadly said last week that growth in backbone traffic is ONLY growing at 100% per year at the moment) access will be provided by someone, especially if they already own rights-of way to your building.