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To: Kirk Messmer who wrote (2384)6/19/2001 2:00:53 PM
From: GraceZ  Respond to of 6873
 
I agree with regards to WCG....it's iffy.

The biggest issue for CORV is that their products are very strong in long haul which has over capacity right now. The real need is for metro products and CORV lags others in this area. The only good news is that there is a lot of dark fiber in the ground that needs to be lit up to be worth anything to anyone and you can do that a whole lot cheaper with CORV equipment than you can with other's equipment (the most expensive part is lighting it up, not laying it). You are going to see the upstarts shedding dark fiber like crazy here because they need cash.