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Technology Stocks : Network Appliance
NTAP 109.43-0.2%Nov 14 9:30 AM EST
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To: Hanney Yin who wrote (1934)12/28/1999 6:23:00 PM
From: DownSouth  Read Replies (1) of 10934
 
JDSU's biggest customer's include LU and NT. The thing to watch is one of them deciding to fabricate their own components which they now get from JDSU.

Let's not get carried away with this thing. I am only trying to draw the important distinction between the power of a King, like JDSU, and a Gorilla, like QCOM. QCOM owns its enabling technology. No one can fabricate or use that technology (CDMA) without paying royalties to QCOM. Both will continue to be great investments. One must be more cautions with Kings, that's all.
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