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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Kent Rattey who wrote (46569)10/29/1999 9:20:00 PM
From: JohnG  Read Replies (2) | Respond to of 152472
 
Rattey. You seem to know more about JDSU technology than most. What do you know about IP protection---or is it just a strong lead in implementing unprotected technology? I followed this thing since Spring 1998 and never bought--instead I went QCOM. Needless to say. JDSU looks quite costly now compared to say Q. I'm still interested, but I need to know the source of their competative advantage long run. Can you help?
JohnG



To: Kent Rattey who wrote (46569)10/30/1999 9:03:00 AM
From: DownSouth  Read Replies (1) | Respond to of 152472
 
OT,
Kent, thanks for the JDSU/Q insight. What about PMCS to cover the ATM niche?


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