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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: techreports who wrote (47085)	9/25/2001 5:38:17 AM
From: JAPG	Read Replies (2) of 54805

Well, my point was..JDSU has a profitable business or it will when things turn around. If video conferencing took off, that would only help JDSU I understand that there is a glut of long-haul fiber. The bottleneck today seems to be in the "last mile" broadband access to the home or office. Companies and solutions that provide a fast and economical solution to this problem are the ones will reap first the benefits of a surge in video conferencing demand. Fiber-to-the-home (FTTH) is costly and will take time as cable companies need to upgrade first their existing plant to enable two-way communications. IMO this is their first priority. A hybrid "fiber-wireless" could be a good (fast and cheap) alternative: fiber to the node and (from the node) broadband wireless to the home or office. Companies like Sprint and Worldcom have plans along this fiber-wireless solution. When the "last mile" bottleneck is sorted out, then demand for more fiber will follow, which is when JDSU will benefit most. As per today "the last mile" remains an elusive challenge although progress is being made every day. All of the above IMHO. Take care JAPG

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