JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: t2 who wrote (15901)	1/5/2001 9:21:51 AM
From: SJS	of 24042

T2, About PC demand. There are tons of issues with why I think there won't be ongoing incremental upside demand. The largest one is that there are no catalysts to drive more purchases. Consumers already have more than one in their homes. Businesses had huge upgrade cycles last year, and are not putting P4's onto old desktops since they have 600-800 Mhz P3 chips there now. Sure they're cheap, but until broadband comes into more homes, I don't need a P4 at 1.4 Ghz, or even a 800 Mhz P3 to play Solitare or run MS Word. The PC industry needs a killer application, like consumer video conference, streaming video/audio, etc, to drive higher performance PC's in a bankable upgrade cycle. All that takes a broadband infrastructure as the underpinnings of the next leg up (if any), and that's why we own JDSU. Steve

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