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SubTel Forum Issue #14 - Industry Reflections and Emerging Markets

Page 44

Letter to a friend from Jean Devos

restart of the activity, many others expressed a very different opinion, due to the huge excess capacity still sitting in the water! I am personally convinced that the years to come will be difficult, may be more difficult. Many in our industry have not recovered from the recent “boom”, and keep dreaming, hoping, waiting for a return to this “bubble”, using the words “Business”, “Market”. The Terabit global network has been built. Seamewe 4 and Falcon are filling the missing segment of this network. They are in a way the last projects of the past period. The period to come will not be dedicated at building rapidly “a new global network”, but to a continuous adaptation of the existing one. And this requires a different culture! “. We need to learn living in a modest “activity”, and forget the 10B$/year “business”. The success in the 10 years to come is for lean organizations, for frugal and modest teams. Let’s not speak anymore about “how to survive”

My Dear Friend

as if we could only live well in an explosive market. Let’s restructure our industry, let’s establish a culture Baltimore. It is good to see this “new” Tyco! It seems

and methods, which brings some profit in each

It is only too bad that you were unable to

to me that Tyco management has taken the measure

projects even small.

attend SubOptic 2004 last month in Monaco. So nice

of the new situation and approaches it with a new

My friend, you know that we are back to

to meet all these friends, the very core group of folks

culture and a pragmatic determination. Welcome and

farming for our day-to-day food. The gold hunting is

so dedicated to our activity. You would have enjoyed

thanks to this new Tyco.

closed.

the social events!

It is true to say that there was not a lot of

You may be aware by now that Tyco took the

optimism around in SubOptic 2004, and when some

ball and will be the host for the next event in 2007 in

were of the view that Monaco would be a kind of

Jean Devos 44


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