Word: opticals
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...generation of global executives commuting to class with passport in hand. An American whose primary residence is Prague, he manages some 300 employees across the Czech and Slovak republics for GTS, a firm based in London with offices in the U.S., and operates the largest fiber-optic network in Europe. But for 13 one-week stays over two years, Schoch is jetting into Barcelona to join 80 classmates of 24 nationalities...
...trendy buzzword, the higher education counterpart of America’s fascination with everything e-. But it reflects a mindset that becomes increasingly deep-seated with each year: the idea that education is a commodity, a quantity that can be transferred, like bank accounts or stock quotes, over fiber-optic wires or DSL lines. The University’s newfound emphasis on globalization suggests that the administration is coming to see “Harvard” as a brand name rather than a place...
...Under Tchuruk's leadership Alcatel gained strength in such high-growth areas as digital-subscriber line technology, which is used for broadband Internet access - and where Alcatel has an estimated 50% share of the global market - and fiber-optic components...
Modalen isn't the easiest place to wire. Nera has supplied each house with plate-sized antennas allowing families to link to the Net by a radio linkup. (As the town's few residents are scattered over 385 sq km, using copper or fiber-optic cable would be too pricey.) The Internet is connected to a set-top box on a TV, controlled by a wireless keyboard. Modalen's 2 megabits per second is roughly 35 times as fast as conventional modems. Each customer pays $18 a month for the service; the municipality covered the installation costs of nearly...
LANDIS: First of all, I'll chime in on Amkor and Veritas. We own both. If I had to pick one company in the networking space, it would be Ciena. We have a big position in them. It's optical networking. So that's kind of a dirty word right now. But they're really firing on all cylinders. It's not a cheap stock, but it's holding up very well in the midst of really tough conditions, and that's what great companies do. For photonic components, we still like Corning. That's going to be a great...