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

To: DownSouth who wrote (12386)12/8/1999 9:31:00 AM
From: Uncle Frank  Read Replies (2) | Respond to of 54805
 
Galahad, the strength of the patents is the issue, not the number of them. Dell has many patents, but they aren't sufficient to make them their sector's rule maker. Do any of jdsu's patents give them ownership of an open standard that is central to the fiber business? That would be a better litmus test. We might ask the same question about ntap and emc as well.

jmho,
uf



To: DownSouth who wrote (12386)12/8/1999 10:29:00 AM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Here is a collection of good articles and posts relative to JDSU.

First, the chasm is defined nicely in this article just after the merger:

127.0.0.1:3456/SI/~wsapi/investor/reply-8450827

An excellent article in layman's terms regarding DWDM, why its important:

techreview.com

I am seaching for some expertise in JDSU. If you know anyone, please send them our way.

Galahad


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