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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Selectric II who wrote (39423)	7/27/2001 8:12:00 AM
From: BirdDog	Read Replies (2) of 65232

Q for me is, will JDSU be ...or will somebody eclipse them in the meanwhile with cheaper, faster stuff? JDSU is no Gorilla. They have no power for any kind of sustainable competitive advantage. So your fears are real. I personally believe that JDSU could very well spend the rest of it's life spending everything it can to buy up new technology companies in order to stay alive. BirdDog

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