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


To: SJS who wrote (2330)11/30/1999 9:33:00 AM
From: John Carragher  Read Replies (1) | Respond to of 24042
 
my thoughts please edit where required.

Company been around for twenty years and a success over night.His
joke.. High entry level into business. Very complicated etc.
take years of experience and many scientists. Doesn't see anyone coming
in and taking away business.

In the first part of phase in. Doing large cable in U.S and submarine
stuff for likes of gblx(whichI also have). Sees it then spreading to
metropolitan areas and eventually homes. This is very early stage no
slow down in demand no threat of easy entry into market. This stuff is
very hard to manufacturer and once made needs to be reliable for many
many years. Looking to double manufacturing capacity in the next
year. Doesn't see any slow down or cyclical operations. I was very
impressed... fyi John