Mr Fun,
I have great respect for your routing/network knowledge. However, you don't appear to follow wireless as close as the data networkers.
In Fiber Optics, we need to talk.
"However, for almost every part JDSU makes for almost every customer, there is a second or even third source."
Perhaps I am misunderstanding this statement, and you could be a little more specific on "parts". I assume you refer to components as parts. That being the case, components are exactly the business model that JDSU is migrating away from. Currently, 30% of JDSU's portfolio of products are modules, and this is increasing rapidly with their acquisitions. There are not second or third sources for their modules. The key to JDSU's dominance is their diverse technologies and their ability to modulate them. They are the only company on the planet that has laser technology, modulated technologies, semiconductor optical amplifier technologies and wave guide technology. There are no others(including LU). Drop on over to the JDSU thread sometime.
I haven't read the book so I don't know what to call them. It's not really my issue here. However, they are clearly dominant in one of the fastest growing infant industries around, with the broadest technological offering, and huge barriers to entry.
This is from the Ottawa Citizen;
JDS is the globe's biggest independent supplier of fibre-optic components. Indeed, with its recent acquisition of E-Tek Dynamics Inc. of San Jose, California, it has grown so big in its niche that Nortel Networks Corp. chief executive John Roth has expressed some concern about a lack of competition in the components sector.
Kent |
