management challenges in the optical telecommunications industry research report ford mba fellowship 02 25 2002 neel broker brokern wharton upenn edu srinivasan hrishikesh hrishiks 1 table of contents 0 objective 6 scope analysis a service providers b equipment manufacturers 7 c component suppliers 2 approach and acknowledgments overview 8 revenue growth traffic 9 sonet dwdm deployment 10 competitive landscape 11 trend towards horizontal consolidation d recent shakeout market 3 12 move 13 astronomical valuations 14 4 end consumers residential broadband 15 business applications application specific asps key for 16 financial issues declining profitability supply side
