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Technology Stocks : JDS Uniphase (JDSU)

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To: SJS who wrote (11106)7/7/2000 11:16:41 AM
From: pat mudge  Read Replies (2) of 24042
 
There's an interesting dynamic at work in the industry. Start-ups can leapfrog the encumbants by bringing advanced products to market, however, getting these products certified and their production up and running is a huge challenge. I suspect this is why we're seeing so many young companies bought out. They have the talent but not the experience.

At Supercomm there was lots of buzz about which private companies would IPO versus being taken out. A lot depends on who controls the board. But that's another subject. . . :)

Pat
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