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Technology Stocks : SDLI - JDSU transition

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To: Immi who wrote (968)	4/1/2001 4:28:37 AM
From: pat mudge	Read Replies (2) of 3294

Excellent article! The optical build-out is still in its infancy and will be a decade or two decade long process. The world's entire communication system will be re-built and revolutionized, perhaps more than once, within a time frame of 10-20 years. Compare this to the build-out of the phone system. This took place over most of a century. The build-out of the new optical networks will create an enormous amount of wealth and it will do so in a compressed period of time taking no longer than one to two decades. This build out of the new communication infrastructure is expected to be 20x more valuable than the initial build out of the enterprise networks that propelled Cisco to prominence, and at one point to the position of the most valuable company in the world. It will be those companies, the companies that have the leading and most disruptive technologies that enable this new network, which will disproportionally capture a large chunk of this wealth. This is essentially what was said over and over at OFC. Looking out a year or so these prices will seem like peanuts. Pat

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