twists and turns in fiber optics what s next pao lo liu department of electrical engineering university at buffalo the state new york telecom market it a wild ride at&t core verizon metro & local nortel equipment lucent corning sub system jdsu component aol isp comcast bigcharts com downturn is history most signs indicate steady recovery 3 10 yrs to reach peak again add some economics curriculum happened economic boom 1990 abundant capital rise internet act 1996 regional bell operating companies get into long haul inter exchange carriers penetrate loop reality check rbocs dominate with no real competitive strong competition among ixcs spectacular technology advances dwdm x100 business planning build up supply while willfully disregard demand opportunities still bandwidth increase michael ching an analyst merrill
