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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (7841)	10/8/1999 3:06:00 AM
From: tekboy	Respond to of 54805

<<I believe JDSU currently supports oc12; what I'd like to understand is their roadmap to oc48 and oc792. Can you help?>> Not only can I not help, I can't even understand the question! <vbg> Remember, tekboy is a nom de thread, not a description... But seriously, I'll post the question on the JDSU threads here and at the Fool and report back on any responses. As for the bride's stash, she's still in shock from having her annual salary topped by the proceeds from her colleague's husband's IPO last week... Besides, you, Mike and Lindy are giving the rest of us a money-back guarantee on all gorilla purchases, right? <VVBG> Actually, I gave HER a guarantee, saying that if the new investments (QCOM, GMST, and JDSU) didn't outperform the ones they replaced (a couple of small cap funds) over the next six months, I'd make up the difference from my account. For some reason I'm not worried... : ) tekboy@whatthehellisoc48.com PS On a darker note, I thought you'd want to see the following, which I came across while poking around the SNDK thread (still not ready to jump in there yet): To: scott who wrote (7361) From: Ausdauer Wednesday, Oct 6 1999 10:58PM ET Respond to Post # 7365 of 7409 Scott, I am glad to hear you liked the G&K posts. I have received a few replies and comments along the way from various people who happened onto that thread a while back. But even after posting the entire series on the Gorillas & Kings Thread I never received a single reply, comment or critique from any of the "founding fathers" of G&K. Eventually it was added onto their "Watch and Wait" portfolio.

To: Uncle Frank who wrote (7841)	10/8/1999 8:19:00 AM
From: James Sinclair	Respond to of 54805

Uncle Frank, If you're interested in high speed networking chip manufacturers, have you looked at Applied Micro Circuits (AMCC). They're already selling chips that support OC-48. Here's a link to one of their latest product announcements: siliconinvestor.com And here's an interview with their CEO that I found very useful: twst.com Finally, you gotta love this chart: siliconinvestor.com

To: Uncle Frank who wrote (7841)	10/8/1999 12:25:00 PM
From: tekboy	Respond to of 54805

A certain skeptical Uncle wrote, "I believe JDSU currently supports oc12; what I'd like to understand is their roadmap to oc48 and oc792. Can you help?" Well, it's good to know things, but almost as good to know others who know things, and as I've said, the Fool's JDSU board is full of a lot of smarties. So the following was the near-immediate response to my cry for help. Uncle, any further queries are most welcome, and I will fully accept public chastisement (hell, I'll profit as well) if you can come up with a well-grounded objection to investing in JDSU. --tekboy Subject: Re: oc12, oc48, oc792, HIKE! Date: 10/8/99 10:04 AM Author: ndenga tekboy posts: >>I believe JDSU currently supports oc12; what I'd like to understand is their roadmap to oc48 and oc792. Can you help?<< Let me weigh in on the description of the "OC" as its used in networking parlance. "OC" stands for Optical Carrier. It is the fundamental unit used in the Synchronous Optical NETwork ("SONET")hierarchy. One OC is a basic increment of data capacity for network equipment using optic technology. One OC (or 1 OC) is an increment equal to 51.84 Mbps. The OC scale looks like this: Fiber-Optic Signal SONET(SDH)Line OC Level Rate - Mbps OC-1 51.8 OC-3 155.5 OC-12 622.1 OC-48 2,488.3 OC-96 4,976.6 OC-192 9,953.3 [OC-384] [19,906.6] [OC-768] [39,813.2] I will assume that your friend was referring to OC-192 rather than "OC-792". OC-192 is becoming the new de facto standard increment for optical networking systems. To date most systems rely on OC-48 speed equipment. OC-192 corresponds to what is also referred to as the 10 gigabit per second line rate. OC-192 requires fewer channels (wavelengths) to have the same capacity as OC-48 systems. However, there are other technical challenges associated operating at OC-192 (e.g., compensating for signal dispersion and the need for more amplifiers in the system - areas where JDSU excels). While JDSU offers a full complement of products which work for 2.5Gbps systems, the company is at the forefront of producing an equally broad line of products for the 10Gbps architecture. In short JDSU is ready for higher speeds when the downstream customers are ready to kick it up a notch. See, for example: jdsunph.com Your friend asked an appropriate question because 10Gbps is the next step in the development of the broadband infrastructure. It will be interesting to see which downstream companies can roll out equipment to address the world's craving for bandwidth. Thanks, Peter Long: JDSU