SI
SI
discoversearch

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 : SDLI - JDSU transition
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pat mudge who wrote (1701)6/21/2001 1:04:09 PM
From: FR1  Read Replies (1) of 3294
 
Pat - Nice post. My feelings exactly. I notice in the WSJ article and others that everyone is building this perception that the entire nation has a glut of fiber. All of the articles seem to skip two points:

1) There was this thing called the FED that pushed interest to the sky and caused a great deal of our misery. They are going the other way now. We will have to scavenge the bodies of the dead and rebuild but the direction is now toward recovery.

2) How can these guys write about all the glut when the metro market has not even started? They make it seem like digging a trench between two towns is all there is to the broadband fiber industry. Investors are left with the impression that all the work is over and anyone that wants a fiber connection can just pick up a phone and ask for one.

Incidentally I saw Strauss interviewed (always referred to as "the beret-wearing chief executive officer of JDSU") and I have to say (IMHO) he is a not a good person to put in front of the camera. If you made a list of all the things you should not do for public presentation he would have every one of them. I can't understand why JDSU doesn't see that and either train him or put somebody else in that position.

I like your updates on JDSU and hope you keep giving them.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News