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Technology Stocks : JDS Uniphase (JDSU)
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To: Caxton Rhodes who wrote (3638)1/3/2000 11:52:00 AM
From: ronin  Read Replies (1) of 24042
 
Should an investor be concerned with Bookham,the English venture mentioned by Gilder in his 3/99 letter and the fact that he considers them a potential threat to JDSU,i.e., their silicon-on-insulator technology. Gilder considers Bookham as the possessor of disruptive technology, which today poses no threat but may do so in the future. As such, would or should this reflect on JDSU's status as gorilla or king?
Just to hedge my bet, does any know how to play Bookham?
Thaxs in advance.
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