Gorilla and King Portfolio Candidates 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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Apollo who wrote (11008)	11/23/1999 11:28:00 PM
From: Tom Ardnij	Read Replies (1) of 54805

Thanks for the link to the JDSU conference call. JDSU has grown to my third largest holding behind QCOM and CSCO. The growth in WDM requirements over the next 5 years is astounding. JDSU is the only company to combine the full range of both passive and active optical components into modules. I suspect that their lead is insurmountable. They are 50% larger than the total of their competitors. I realize there are additional factors to demonstrate gorillahood, but I suspect JDSU is closing in on that. George Gilder calls JDSU, the "Intel" of the telecosm. He sees it as the company that will create photonic module standards in much the same way that Intel did in microprocessors. The drive for bandwidth is immediately upon us. These modules represent the enabling technology for the optical fiber explosion. Well, enough cheerleading for today. Best Regards, Tom

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next