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Technology Stocks : JDS Uniphase (JDSU)
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To: t2 who wrote (2503)12/2/1999 8:36:00 PM
From: cfoe  Read Replies (2) of 24042
 
I wonder if one of the "barriers" to entry is the scale needed to fulfill customers demands in a hyper growth environment.

I recently heard Clayton Christensen speak to this issue. He said that in a "mature" industry, in order to compete effectively, a company needed to specialize and shed non-core activities. However, in an industry like fibre optics, where demand is outstripping or promises to outstrip the ability to deliver, companies need to own as much of the value chain as possible in order to deliver.

This seems to be what JDSU is doing with their acquisitions. And if done effectively this could create a barrier to entry, at least for as long as the industry stays in hyper-growth.
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