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Technology Stocks : JDS Uniphase (JDSU)

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To: Keith Fauci who wrote (2824)12/10/1999 5:20:00 PM
From: jmanvegas   of 24042
 
IMHO, we are in the 1st inning of the broadband game in the US. In Europe & Asia, the game is just beginning but Europe will go to bat first. In S. America, etc., they haven't even chosen the lineups to start the game yet. JDSU will be one of the major players. It is already considered a "King." JDSU probably has one of the greatest concentrations of optical engineers and scientists of any company in the world, therefore, product cycles will always be upgraded and new optical products should be forthcoming on a steady basis. But execution is key for JDSU as their market cap won't tolerate any slip-ups. The name of the broadband game - it's called "The Need for Speed."

jmanvegas
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