|About the growth rates of the F/O sector. I believe, we're still in the early innings. I'm questioning now whether it's a nine-inning ballgame or perhaps investors are finally starting to feel that this broadband revolution may actually be a broadband evolution. |
Today's reports on a number of DSL related companies surely cannot be ignored. The broadband cable plays seem to also be having slowing demand. What if the pot of gold that was promised to all these broadband service providers turn was just a promise.
Just like the movie 'FIELD OF DREAMS', a voice was heard saying 'IF YOU BUILD IT THEY WILL COME'. Sure enough, these telcos have no choice now but to keep on building. Question is, will the broadband demand actually materialize.
I already did my part by getting cable modem service.
I love it. It is imperative though, that investors like us in this broadband revolution keep an eye on the end result.