Mark has over three decades of experience in the telecommunications market, focussing extensively in the fiber optics space. He is considered one of the most objective, no-nonsense demand-side analysts in the sector. Mark was part of a very small number of people in the industry to express caution during the days of the 1997-2003 bubble, when inexplicably, historically conservative telephone companies were being treated by the financial community as if they were dot-com entities. One of his biggest strengths is his numerous long-term relationships with service providers and other major customers. Over the years, his work has been endorsed by some of the most influential people in the business, some of whom can be found here. With an intense concentration on primary research, Mark has been a consultant to some of the largest telecom companies in the world involving chips to full systems. He has authored countless reports as well as monthly strategy newsletters.