JDS Uniphase (JDSU) Message Board

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Technology Stocks : JDS Uniphase (JDSU)

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To: pat mudge who wrote (17974)	2/7/2001 2:28:27 PM
From: Tulvio Durand	Read Replies (2) of 24042

... Cisco's problems... theory that the strong will get stronger and the weak weaker. Unfortunately there's a cycle that starts to form when you're dependent on the weak for survival. ... your market cap tanks.... turns into a death spiral. Cisco is #1 or #2 in every market it is in including IP telephony. Also it has much more cash and cash flow than JDSU/SDLI combined. I don't see this as lose/win situation, ie., loss for Cisco and win for JDSU. Given that (1) JDSU is either directly or indirectly a supplier to Cisco, and (2) other JDSU customers, NT and LU who are also Cisco's competitors will be buying less from JDSU because they will do more in house -- especially so after buying JDSU factory, -- JDSU will depend even more on sales to Cisco. We're on same team, I believe. Tulvio

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