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Optical components

Poll: Optimists Reign

The stock market rally, which has propelled the Light Reading Index up more than 40 percent this year, is a sign of improvement in the optical industry and not just another bear-market bounce, according to the latest Light Reading Research Poll.

When asked what the market rally means, a full 60 percent of 93 respondents so far say the boom in stock prices during the first half of 2003 is a sign that things are improving (see LR Index Led Rally in 1H 2003 for details). The skeptics take a back seat, with 28 percent of survey respondents calling the increase a "total fluke." Only 11 percent believe it is the result of "Manipulation at the hands of corrupt Wall Street professionals."

Results to another question, however, show that the optimism is tempered. When asked how things are faring at their own company, 57 percent of respondents said that things have merely stabilized. Only 19 percent said that things have improved, and 25 percent say things have gotten worse.

In describing what's going on in the industry, 66 percent of respondents think this is just part of the industry getting back to normal after the bubble collapse. A startling 31 percent say the industry remains a "total mess."

Thirty-seven percent of respondents think the global economy holds the keys to the industry's future.

Bottom line? Many would like to believe the signs of recovery they're seeing, but our respondents see the industry recovery as a laborious process -- and one that doesn't help everyone.

What do you think? Click here to add your views.

— Mary Jander, Senior Editor, Light Reading

echo2 12/4/2012 | 11:45:43 PM
re: Poll: Optimists Reign My options are going to make me rich!
whatsthatflushingsound 12/4/2012 | 11:45:43 PM
re: Poll: Optimists Reign I think there's some general concensus that at least the optical industry has hit bottom.

But can we take a giant step back and look at this from 30,000 feet?

Fundamentally, the service providers have to learn to actually make a PROFIT from data services. Until that happens and voice doesn't dominate both revenue and margin, we are going to continue to see things limp along.

The whole idea of actually making money off a business. What a concept...
opticalweenie 12/4/2012 | 11:45:40 PM
re: Poll: Optimists Reign Echo2
What, you have options on unbridled and unsubstantiated optimism?
Weenie
whyiswhy 12/4/2012 | 11:45:28 PM
re: Poll: Optimists Reign The sad truth is the service providers got themselves in trouble, and it had little or nothing to do with the price of equipment, or how efficient it was or is, etc. It was mostly just competition and varying levels of competence and corruption.

Shix flows downhill, and it is all over the Siemens, Nortels and Alcatels of the world, and they pass it right on down to the component makers and even to the raw material makers.

So any opitmism has to flow from at least a relaxation of the hyper-competition between service providers...or a new warfront opening up. Relaxation will only come from increased demand or further consolidation.

As to new warfronts, I see nothing new going on in that arena, other than re-spins of old games.

What have I missed?

-Why
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