JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: TigerPaw who wrote (3134)	12/17/1999 8:02:00 PM
From: CRay33	Read Replies (2) of 24042

If you follow the value chain to up, rather than down, it leads to companies like GBLX, who are developing the fiber networks. In the case of GBLX, there is the additional benefit of their goal to integrate web-hosting (ala EXDS) and on-line storage capability (with EMC). GBLX plans on spinning off their web-hosting next year in what many people believe will be a very high profile IPO. With the valuations given EXDS, and the fiber optic infastructure GBLX has - this will fly. All this, and they still are below their yearly high. It's also Gilder's pick of the year. He got me in QCOM and JDSU early, and GBLX is next.

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