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Technology Stocks : JDS Uniphase (JDSU)
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To: RetiredNow who wrote (21425)8/28/2001 3:13:02 PM
From: Jacob Snyder  Read Replies (2) of 24042
 
re: The problem is not the demand, but that the Service Providers are still figuring out how to make money at it

That's the rub. It does no good to meet demand that exists at price points where no one can make any profits. Sort of like AMZN has been meeting the robust demand for books and other commodities, at prices below cost. As prices approach zero, demand approaches infinity. But this is fake "demand", a temporary situation created by unsustainable trends (overleverage, overbuilding, etc.).

How fast will telecom demand grow, at prices where the telecom service providers can service their immense debts, and provide a decent return for investors?
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