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Technology Stocks : JDS Uniphase (JDSU)
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To: Kent Rattey who started this subject10/14/2000 3:39:58 PM
From: djia101362  Read Replies (1) of 24042
 
Would like some comments from this board on statements made by Carl Russo, Cisco's group vice president of optical networking:

"If we were living in a world of rough stasis, where technology wasn't changing very much, you could say that there's not very much risk to owning component manufacturing facilities. But, the truth is that optical components are being obsoleted every half minute. Why would you want to buy a component vendor just so you could guarantee yourself a source of supply of a component that's obsolete three weeks later? By staying out of that business, we have created the most appealing of customers for all of the components companies. We help them; they help us. The last thing I want to do is own a component source."
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