JDS Uniphase (JDSU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : JDS Uniphase (JDSU)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kent Rattey who wrote (698)	8/1/1999 11:11:00 AM
From: Brian K Crawford	Read Replies (2) of 24042

Hi Kent, I am new to the thread and new to JDSU. The company and the stock are a beautiful thing to behold. The bottom line here at the company I work for, is that we can't light our backbone fiber fast enough. How about taking a stab at answering a few questions for a newer JDSU long? I am trying to understand the strength of their competitive position and the degree of competition they will face going forward. A few questions for you: 1. Who are JDSU's primary customers...Lucent, NorTel, Siemens, et al? 2. Do you see any evidence that these "big arms dealers" to the telcos will want to produce the components that are currently bought from JDSU in-house? 3. Are there competing suppliers that can threaten JDSU's position? 4. What is the future for continuing implementations at your company? Do you see these accelerating, stable, or are we in a burst of installs that will tail off soon. 5. Same questions for your industry. Don't mean to put you on the spot. I appreciate the chance to get the insight of someone that is close to the purchase and implementation decisions. Best regards, Brian

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next