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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mauser96 who wrote (11878)12/3/1999 5:31:00 PM
From: tekboy  Read Replies (1) of 54805
 
"I gave up ... because the volume ... was so high, and the quality so low."

Which thread was that, again? <GGG>

In other news, just got my JDSU annual report in the mail today, and thought the following description was clear enough to be worth posting, for any who still don't understand what the King does:

"Every time you make a long-distance phone call, watch a cable television program, use a cell phone or surf the net, you have more than likely used components and modules designed and produced by JDSU. Our lasers, modulators, multiplexers, amplifiers, switches, and other products form the fiberoptic foundation for these and other types of communications.

"The demands created by the new communications revolution have led service providers such as AT&T, MCI WorldCom, Sprint, Quest, Global Crossing and others to offer a new range of services not easily anticipated five years ago. These opportunities have created a demand for new, more powerful, and more flexible fiberoptic systems that must be delivered within previously unimaginable timeframes. It is the task of system providers such as Lucent, Nortel, Alcatel, Ciena, Pirelli and others, to achieve these levels of performance. It is our task to design and manufacture the key components and modules required to build these new, more powerful fiberoptic systems.

"While in the past many companies chose to supply their own components for their fiberoptic systems, we believe the price, performance and delivery pressures of the current marketplace make it increasingly attractive to turn to independent suppliers of these components. By turning to the comprehensive portfolio of active and passive components and integrated modules of JDSU, our customers are able to manufacture systems that give their own customers an advantage in meeting the needs of today's communications revolution."

then there's a great little diagram just like the one about enabling technologies in the GG, with a top layer called "network services" and a list of players including AT&T, MCI, Sprint, Quest and Global Crossing; then a middle layer called "systems" and a list of players including Lucent, Nortel, Alcatel, Ciena, and Pirelli; and finally a bottom layer called "modules and components" with JDSU alone listed. (That last is a bit of an exaggeration, since there are some other firms in the biz such as SDLI and ETEK, but only a bit, since JDSU is the dominant player in that sector by far.)

The next page has a nice accessible of the company's actual product categories, which runs as follows:

"The fiberoptic components and modules provided by JDSU make it possible for optical signals to be carried within cable television networks, local-access telecommunications networks, long-haul networks connecting different cities and countries on the same land mass and submarine networks that transverse the oceans to connect different continents. JDSU provides each principal type of passive and active product required in these fiberoptic network systems. [NB: nobody else can say that]

"Transmitters and Receivers (Tx/Rx) create, transmit and receive information through the modulation and detection of laser light.

"Wavelength Division Multiplexers (WDM) combine and separate laser signals to allow several different 'colors' of light to travel down a single fiber optic cable while retaining their individual properties and signal patterns.

"Optical Amplifiers (OA) boost the optical signal to enable long-haul and metro DWDM system applications.

"Optical Add/Drop Multiplexers (OADM) manage bandwidth by selectively filtering and combining optical signals of different 'colors' of light.

"Optical Cross Connects (OXC) allow one or more optical signals to be selected, routed, and switched through an optical network."

tekboy/Ares@herecomestheKing,herecomestheKing,herecomestheBigNumberOne.com
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