JDS Uniphase (JDSU) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : JDS Uniphase (JDSU)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: FESHBACH_DISCIPLE who wrote (13901)	11/3/2000 11:36:51 PM
From: Jim Willie CB	Read Replies (2) of 24042

Fesbach, plethora of bankrupt fiber companies are at least 2-3 years away it took internet companies how many years to reach the present bankrupt/ consolidation/ oversupply scenario? 4-5 years? we have yet to see numerous cableTV bankruptcies after a many viable years so far we have yet to see many wireless bankruptcies after a few robust years so far even if fiberoptic evolves more quickly, what little guys offer now is in critical demand the widespread plowing over for bankrupt firms happens after supply overwhelms supply demand is growing at unprecedented rate now that rate is sure to slow, but not stop in its tracks my conclusion is we are are a few years away from 10:1 I am not an expert in the vast array of smaller players but can you name 5 bankrupt fiberoptic companies now? those sold FO assets will need to be integrated into acquiring systems some of them will possibly be obsolete upon liquidation all bets are off if we enter a recession, or an internet depression keeping it real / Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next