SI
SI
discoversearch

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.
Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Bulldozer who wrote (395)6/16/1999 5:45:00 PM
From: Wizard  Respond to of 24042
 
Do I have the Dozer Focus List Correct?

Uniphase-JDS
PMC-Sierra
Vitesse

Applied Micro?
SDL?

I am currently trying to figure out the DSL silicon space. Are you playing DSL? Any CNXT? This Globespan deal from Robby has Cisco, Intel and Lucent as investors. I hear management is iffy. Lots of design wins. PMC got some xDSL win but they didn't say from who as far as I know.



To: Bulldozer who wrote (395)6/16/1999 7:05:00 PM
From: Trader Dave  Read Replies (2) | Respond to of 24042
 
which will supply the re-structuring of one of the largest industries in the world - communications.

Restructuring? Just restructuring? Your lack of sleep last night must have killed your instincts today BD!

The packet replacement of the circuit switch infrastructure will prove to be an insignificant part of the total data infrastructure market. I know you know this but i had to goose you anyhow.

TD


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News