Silicon Investor (SI) -- The First Internet Community

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.

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

To: cfoe who wrote (2517)	12/2/1999 9:01:00 PM
From: Joanne Fishman	Read Replies (1) \| Respond to of 24042

Re:"...companies need to own as much of the value chain in order to deliver." Last month I attended a tech conference where Arun Veerappan, analyst w/BB Robertson Stephens, was speaker. He's obviously high on JDSU because he referred to it several times. And he pointed out how it is "moving from kingdom to empire," which is along the lines, I believe, of creating "barriers to entry." Here are some of his comments, from my notes... "Optical IS the Internet Age. DWDM is the key bandwidth enabler."He described JDSU as an Internet Age Emperor, along with PMCS and AMCC. "These companies initially dominate one market. Then they leverage their strength and enter adjacent markets and dominate them." He termed the purchase of OCLI as "excellent...JDSU is landgrabbing technologies needed to play in this arena five years from now." jf