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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: OWN STOCK who wrote (1694)	6/23/2001 3:36:52 PM
From: gbh	Read Replies (1) \| Respond to of 3294

The money is not in the fiber, it is in the equipment to light and amplify it. Well I guess it was 18 months ago. Isn't that the whole debate right now? Is there any money (growth) in that equipment sector for the foreseeable future? There just won't be any rush to add capacity the way we saw the mad rush in '98 thru early '00. Those days are over for good, I think. With only the traditional carriers left, with rational business plans, that actually focus on making money, why do you think the telecom sector just won't revert to its more normal growth rates of the early to mid 90's? Of course, this won't really occur until after the sector really bottoms, which is still quite far off, imo.