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Technology Stocks : JDS Uniphase (JDSU)

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To: Jill who wrote (3715)1/4/2000 9:19:00 AM
From: DownSouth  Read Replies (1) of 24042
 
Jill, good points about JDSU versus DELL situation. There is one fundamental, overriding difference between the two. DELL is in an extremely competitive market, never dominated that market, has no barriers against competition that cannot be copied and/or overcome.

JDSU dominates its market with no serious competition. Its manufacturing technology and scale are significant barriers to entry.

(Dell is a Prince, JDSU is a King, or just maybe, a Gorilla.)
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