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Technology Stocks : JDS Uniphase (JDSU)
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To: djia101362 who wrote (13080)10/14/2000 4:05:29 PM
From: pat mudge  Read Replies (1) of 24042
 
"If we were living in a world of rough stasis, where technology wasn't changing very much, you could say that there's not very much risk to owning component manufacturing facilities. But, the truth is that optical components are being obsoleted every half minute. Why would you want to buy a component vendor just so you could guarantee yourself a source of supply of a component that's obsolete three weeks later? By staying out of that business, we have created the most appealing of customers for all of the components companies. We help them; they help us. The last thing I want to do is own a component source."



I was in the audience when Russo said that. It was the same forum where he said Montery was meeting their expectations and their Pirelli acquisition was everything they expected. The guy's a master showman. Slick as they come. Clearly he has little understanding of fiber optics components if he thinks any component designed in will be obsoleted in three weeks. That may be the case in enterprise networks but is far from true in back-bone fiber optics systems. He also fails to acknowledge the value of being designed-in in terms of being in place when upgrades are necessary.

Russo should run for public office. Even when he doesn't know his head from a hole in the ground he has a ready answer.

Pat
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