JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: Master (Hijacked) who wrote (15102)	12/23/2000 10:20:20 PM
From: James F. Hopkins	Read Replies (2) of 24042

Master; I don't know why it took so long to dawn on me but I think of "Broad band" being more band width. LONG TERM The catch 22 is that new technology has been expanding the ability to create more and more band width just as fast as computers expanded CPU capacity. The point being it's bound to expand faster than it can create a market for it. ( or one where you can have any pricing power ). Even a DSL connection will let 4 or more networked computers use the same connection and only be maxed out if they all start video streaming at once. Wireless LAN is making this a snap to set up. Broadband by it's nature shoots its ability to be high profit in the foot. Margins will likely get less than Retail Stores like Walmart, and I seriously doubt revenues for any single supplier will ever match those of Walmart ... The Long Term pricing of this stuff will depend on what you can get the end users to pay, Should it command any more respect than the pricing of any retail outlet, If as much as in time that's their fate ? ( if they are lucky ) . I can visualize bandwidth expanding to 10 times more than the world is ready to use. The bottom line will always get on down the food chain to what will "users" be willing to pay for bandwidth. IMHO The long term fate of Broad Band is no more promising than that of BOX makers, it eventually just becomes a commodity & one with over supply problems. Jim

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