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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (27612)7/10/2000 4:30:31 PM
From: Tom Ardnij  Read Replies (3) of 54805
 
Apollo, I had the opportunity to hear each of the CTO's of JDSU and SDL at Clayton Christensen's May conference on disruptive technology. A short summary of their comments provides insight into change in the industry. Certainly, it is clear that the driving forces include the push toward integrating components into modules and the ongoing pressure for increased production levels. Listening to each of the gentlemen made it quite clear that the overwhelming pressure was for increased production.

I think you hit it on the nose comparing JDSU's strategy to that of CSCO. It is apparent that JDSU is purchasing both productive capacity and R&D in CSCO like fashion. The big difference is the relative dearth of competition remaining, especially in fiber optic components. The antitrust division will certainly be looking closely at this one. I have the impression that there is quite a bit of overlap, but am honestly unsure.

Best Regards,
Tom
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