Replies to post #22349 on The Rising Influence of Rising Affluence

[semi_infinite]

GLW - One tidbit from cien cc was that some trunks are fiber short and needed to deploy 800Gb/s equipment. Hard to grasp the speeds as it seemed only a few years ago that 100Gb/s became standard. Now terabit ethernet will be in sight at 1.6Tb/s but I suspect fiber bottlenecks will have to be addressed. I haven't kept track of GLW fiber deployments and wonder if took 20 yrs to finally use up all that WCOM dark fiber.

[semi_infinite]

CIEN - quarter was decent but ugly guidance for q4 with revenues expected to drop nearly 20% QoQ because of Covid impact. Guidance starts on p.14. Will wait for dust to settle before deciding whether to buy. Had no position coming into earnings. IIVI dropping in sympathy - have that one.

https://s22.q4cdn.com/890175405/files/doc_financials/2020/Q3/Q320_Earnings_Presentation_Post-Call.pdf