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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Seeker of Truth who wrote (15207)1/15/2000 8:49:00 AM
From: DownSouth   of 54805
 
Malcolm, I have seen some excellent discussion regarding JDSU and the future of the backbone buildout. The model that I find appealing is this:

-As long as the backbone buildout continues to grow such that demand is greater than supply, JDSU will stay in its throne.

-When the buildout begins to level off because demand has been met with current capacity, Princes will begin to threaten JDSU's margins and revenues.

-The next great buildout is for Metropolitan Area Networks, providing bandwidth from the backbone to the Last Mile. If that buiidout begins before the backbone buildout diminishes, JDSU will remain in its throne.

I believe this scenario came from the respected Bulldog formerly of the Q thread.

Timeframes fro this scenario have not been offered, and I don't expect to see any credible estimates for a while. I am not too worried in the 2-3 year timeframe.
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