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Thursday, Dec 27
2012, 1:50 PM
Light Reading sees higher carrier capex among the optical networking trends to look out for in...
Light Reading sees higher carrier capex among the optical networking trends to look out for in 2013: the site points to comments from Finisar's (FNSR) CEO about European networks running at 65% of capacity (up from a prior 40%), as well as remarks from MKM noting "positive spending announcements" from AT&T, Sprint, Deutsche Telekom, and others. It also sees demand for 100G optical transmission systems taking off. Yesterday, Piper predicted component vendors would get a 2H13 lift from capex increases.