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Technology Stocks : JDS Uniphase (JDSU)
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To: Boplicity who wrote (1779)11/5/1999 4:15:00 PM
From: DownSouth  Read Replies (1) of 24042
 
There will come a time when QCOM and JDSU become DELL like.

Not necessarily so. Dell is/was a Prince. No IP. No barriers to entry. QCOM is a Gorilla. Lots of IP. Enabling technology. Huge barriers to entry. There will come a time when QCOM will become CSCO like.

JDSU is a King. It dominates its niche. It is growing rapidly. High barriers to entry, as it has benefit of scale in a high growth market and superior, apparently, manufacturing capabilities of complex processes. There will come a time when JDSU is ...well, perhaps GE like. There may be no comparison and JDSU may find a way to make that rare leap from royalty to semianism. Discussion, please.
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