I am aware that cellular networks are moving away from LEC provided backbone transport and are moving towards leasing just conditioned fiber. This will eliminate the middleman on the speed and they will be able to scale easier as new tech enters the market lowering cost.
The market is there and that is just one of many applications. My only real worry is them being Betamax or DVD-HD. Good tech but an also ran. Time will tell. Did pick up a few more shares at what I think may be a bottom..
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