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Technology Stocks : Ciena (CIEN) -- Ignore unavailable to you. Want to Upgrade?


To: Miles Rhyne Hoffman, CFA who wrote (2109)5/8/1998 9:51:00 PM
From: joe  Respond to of 12623
 


Miles,

Probably a dumb question - but I'm great at them <gg>

What's does it mean to "keep fiber dark"?
(Educated guess: some of the wavelengths of light aren't used,
which is the same as not using all the light, anotherwards
"keeping it dark")

If this is true, it seems to me like an inventory issue.


>>Does anyone know why telecoms keep "in the dark."<<

Probably, costs more to keep more capacity available.


Just my guess...

By the way, hopefully WorldCom realizes that they need
lots more demand stored for future use. According to all
the tech hype, we won't even recognize the world in 10 years
from now. The biggest problem may be people adapting to
technology, no matter how user friendly. It's cultural
shock...

joe



To: Miles Rhyne Hoffman, CFA who wrote (2109)5/8/1998 10:00:00 PM
From: Curtis E. Bemis  Read Replies (1) | Respond to of 12623
 
> Does anyone know why telecoms keep "in the dark."<

Dark fiber is simply unused fiber. They keep upwardly mobile options
cause the current rate of traffic growth for Internet traffic is
a double every 100 days or so. To "light" the fiber requires more capital equipment expenditure. Most ISPs write off the expenditures for routers and the like in 18-24 months. They need the capacity
for rapid growth, especially if it grows faster that it does
currently. Of course, with a CIEN DWDW, they get a factor of 16
or greater on a single fiber pair ;-))