For years now there has been a lot of dark fiber in the ground gathering dust, buy and not making any money for anyone. Well according to the guys at Minyanville that may not be true for much longer. Back in the 90’s the telecom industry dumped millions of miles of fiber into the ground, store knowing it would be dark, decease anticipating the demand. Sort of the build it and they will come mentality. Well the guys at Minyanville, specifically Bob Faulkner seems to think the light may be coming on shortly, for what once was dark. Why? Well, you’ll need to read his article Backhaul Market Likely to be Sweet Spot for Tech Investors to find out his reasons.
I found this site, hospital
Audit Integrity, which claims to be able to identify shareholder risk measured by “corporate integrity”, mostly related to accounting practices. I looked up a few companies in the telecommunication/networking equipment sector to see how they rank, a few surprises. According to Audit Integrity it applies over 100 accounting and governance metrics to a company’s publicly-filed information.
Take a look!
Tellabs, Inc. is currently rated as having Conservative Accounting & Governance Risk (AGR). This places them in the 89th percentile among all companies, indicating higher accounting and governance risk than 11% of companies
Cisco Systems, Inc. is currently rated as having Aggressive Accounting & Governance Risk (AGR). This places them in the 26th percentile among all companies, indicating higher accounting and governance risk than 74% of companies.