I just keep thinking~ We are going to be downloading movies off the net via cable, downloading pictures, etc...
Validates everything Gilder talks about, Death of Television, not good for PC's LT, great for storage companies (NOVL, INKT, NTAP, EMC), T just never gets it, they fought open access and these guys are openly embracing it.
This is not OT for JDSU, this deal validates the internets possibilities and will continue the need for huge amounts of bandwidth, the carriers will continue to upgrade their networks, and CSCO, NT and LU will continue to buy optical components from JDSU...
I do believe this is a no brainer stock...
MileHigh
PS- George Gilder will go down as a VERY influential technology expert during this great period. |
