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Technology Stocks : JDS Uniphase (JDSU)
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To: robert b furman who wrote (21410)8/28/2001 11:37:05 AM
From: marginnayan  Read Replies (1) of 24042
 
Robert, Thanks for the side note.

This bottleneck will not go away with IPO money - rather it will take the slow pay as you go cash flow method of the big boys in the telecom and cable world.

It is possible that companies from these two real cash flow worlds will compete to offer VOD first, forcing both to upgrade even it means burning some cash or taking on debt which they can service through cash flow.

Case in point:
ATT offering local voice service over cable and PacBell (SBC) offering DSL data service over local loop.
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