JDS Fitel Message Board

STOCKTALK

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.

Gold/Mining/Energy : JDS Fitel

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mariner who wrote (545)	1/13/1999 9:38:00 PM
From: pat mudge	Read Replies (2) of 815

bricks and bouquets more than welcome. Bouquets. . . Based on comments at the recent NGN conference --- bandwidth demand doubling every 3 months --- and from projections made by SDLI's CEO at the AEA conference --- laser amplifier market growing at 70 to 100% a year, I think we've got a winning investment with JDS Fitel. Fiber amplifiers alone are estimated to be a $1.5 billion market in 2000. In 16-channel systems CAGR from 1996 to 2003 is estimated to be 44% and for 32-channel systems 107%. The total market for DWDM components is estimated to grow from $0 .10 billion in 1995 to $12.1 billion in 2005. These are today's projections. It will be interesting to see what they are a year from today. I believe JDS Fitel is well positioned to benefit from the market no matter which big names win the transport contracts and today's earnings show that even when a global slow-down halved semiconductor growth overnight their numbers grew over 80% Y to Y. Wouldn't you love to see a Goldman Sachs take this story and run with it? :)) I'll be up at dawn. Pat

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next