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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: StanX Long who wrote (60586)	2/15/2002 2:56:54 AM
From: StanX Long	Read Replies (1) \| Respond to of 70976

Optical transmission market won't surpass 2000 revenues until 2003, says report Semiconductor Business News (02/14/02 15:03 p.m. EST) siliconstrategies.com EGHAM, England --Yes, there's light at the end of the downturn tunnel for optical transmission systems, but worldwide revenues in the recession-battered segment will not hit a new record high until 2003, according to a report from Dataquest Inc. Revenues for optical transmission systems dropped 10% in 2001 to $30.3 billion from $33.8 billion in 2000, but sales in the segment are expected to grow 7.6% this year to $32.6 billion, said the research firm today. Dataquest is predicting a 10.4% increase in optical transmission systems revenues to $36 billion in 2003. The slump in communications markets and weak economic conditions pulled the rug out from chip makers pursuing optical networking applications in 2001. The optical chip market was expected to grow 33% in 2001 due to high bandwidth Internet demand, but the recession caused this chip segment to contracted nearly 22% last year, according to the Semiconductor Industry Association last fall. "While the [optical transmission systems] market in 2003 will be similar in size to the market in 2000, its nature will have changed significantly," said senior analyst Peter Kjeldsen with Gartner Dataquest's EMEA Telecommunications group. "Consolidation in the market will have changed the number of vendors and operators, and their relative strengths are likely to have changed as well.