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NTT (Nippon Telegraph & Telephone) / Equity Bottom-Up

NTT (Nippon Telegraph & Telephone) (9432 JP)

<ul>
<li>NTT announced it would build and operate a third trans-Pacific subsea cable (JUNO) with NEC as the vendor and a 2024 activation date</li>
<li>This also represents the second trans-Pacific cable in five years and the one with the highest capacity to date</li>
<li>This is not core to NTT's business but it does highlight how capacity needs are expanding as network speeds accelerate and how those costs can be managed</li>
</ul>


NTT announced it would build and operate a third trans-Pacific subsea cable (JUNO) with NEC as the vendor and a 2024 activation date
This also represents the second trans-Pacific cable in five years and the one with the highest capacity to date
This is not core to NTT's business but it does highlight how capacity needs are expanding as network speeds accelerate and how those costs can be managed


NTT (Buy) - Some Quick Takeaways from the Subsea Cable Announcement