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

To: TigerPaw who wrote (3134)	12/17/1999 8:02:00 PM
From: CRay33	Read Replies (2) \| Respond to of 24042

If you follow the value chain to up, rather than down, it leads to companies like GBLX, who are developing the fiber networks. In the case of GBLX, there is the additional benefit of their goal to integrate web-hosting (ala EXDS) and on-line storage capability (with EMC). GBLX plans on spinning off their web-hosting next year in what many people believe will be a very high profile IPO. With the valuations given EXDS, and the fiber optic infastructure GBLX has - this will fly. All this, and they still are below their yearly high. It's also Gilder's pick of the year. He got me in QCOM and JDSU early, and GBLX is next.

To: TigerPaw who wrote (3134)	12/18/1999 10:34:00 PM
From: Ned Land	Respond to of 24042

Did everyone copy this news? Telephony isn't exactly USA Today! Goodbye electrons, hello photons Telephony Chicago Nov 15, 1999 -------------- Author: Elizabeth Starr Miller Lucent unveils optical vision of the future Lucent Technologies bolstered its optical networking product suite last week when it introduced a high-capacity, all-optical lambda router designed for the core backbone. The Lucent lambda router transports wavelengths 10 times faster than today's traffic. The vendor also furthered its push into the IP networking arena by announcing agreements with PSINet and PF.Net. Both will use Lucent's optical networking equipment for their frame relay and IP networks, respectively. Using a system of microscopic mirrors, Lucent's WaveStar lambda router moves traffic 16 times faster than an electrical switch while it directs and routes optical signals from one fiber to another without converting the signals to electrical forms. The mirrors can bounce any light, at any color, at any rate, said Kathy Szelag, vice president of marketing for Lucent. Heat changes the tilt of the mirrors, and no electrons are involved, she said. "It's photon, photon, photon." Marketed to big carriers, the WaveStar router easily can switch traffic at 10 Tb/s and higher, Szelag said, adding that the 10 Tb/s figure was conservative. While the lambda router is part of Lucent's optical solution for long haul, the NX64000 switch router and OLS-400G dense wave division multiplexing (DWDM) system are used with metro area optical rings. PSINet will use the NX64000, along with Lucent's DWDM equipment, to carry traffic at 10 Gh/s. PSINet worked with the vendor to develop specific frame relay features that allow PSINet to move its network to the next level, said Mark Fedor, vice president of engineering at PSINet. PF.Net, by contrast, is taking on only a piece of Lucent's optical vision and using its DWDM equipment to build its IP network, Szelag said. Lucent will offer network design, construction and support services over five years. In addition, it will provide up to $350 million in financing to fund PF.Net's network expansion. Lucent's moves into IP networking equipment are ones that it needed to take, said Joe Skorupa, director of switching and routing for RHK The announcement was "a bit of hyperbole," he said, pointing out that Lucent's WaveStar router was actually an optical crossconnect. Traditionally, routers are packet devices. But using 'the term router is "in vogue this year," Skorupa said. Although the company's IP direction is necessary, the new lambda router will compete more on the level with Alcatel's and Nortel Networks' optical cross-connects than with Cisco Systems' and Monterey Networks' wavelength router, Skorupa said. Also the time to market is a hitch. "It's not going to have a big, short-term impact," he said, referring to the 15-month plan Lucent announced. On the plus side, the PSINet and PF.Net accounts are good for the vendor. But Lucent faces the challenge of beating Cisco's 49% increase in net sales this quarter and similar increases year after year, Skorupa added.

To: TigerPaw who wrote (3134)	12/19/1999 4:12:00 PM
From: Ned Land	Read Replies (1) \| Respond to of 24042

I coouldn't find any specific info on that, but I did find this interesting little ditti. Its about a year old, but it gives a good synopsis of the company. I don't know anything about this John Bart fellow, but he hit the nail right on the head, IMHO. Is it the end of the world? Canadian Shareowner Windsor Nov/Dec 1998 -------------------------------------------------------------------------------- Author: John T Bart What the Heck Happened? (Everything was going along so nicely) During the last year or so, the world has become a more uncertain, risky place for investors. In particular, the reduced ability to buy goods and services in troubled economies everywhere makes the future level of corporate revenues, earnings, dividends and resulting share prices more questionable. Investors have responded to this increased risk in the classic way. Some have supplied today's market with more shares than being demanded. Share prices have fallen and real rates of return have increased. The only question of importance to investors now is whether or not future national and international events are going to: (1) introduce more uncertainty into the marketplace-and drive prices lower; or, (2) reduce the uncertainty already there-and inspire higher prices going forward? I don't have the answer to this question. However, I do take some comfort in the fact that not even the smartest person on earth, with all the information and analysis available, knows the answer either. We are all more or less in the dark about tomorrow's prices. The only thing that I know right now is that the world has never been better equipped to deal with a need for concerted action to contain and reduce the risk of another planet-wide depression. There is unprecedented consultation and cooperation among political leaders. There are world financial organizations available now to serve as instruments for concerted economic action. There is a popular proposal for international supervision of national banking systems to nip future contagions in the bud. Corporations have never been more efficient in producing products and delivering services. Further efficiencies are coming via lower-priced imports of commodities and services (good deflation). There is no wage deflation (bad deflation) in the major consumer-goods economies of the world. The list goes on. I just don't think that all the smart people running the world, with all the resources at their disposal, are going to let it come to an end. Somehow, they're going to find a way to keep most people in spending money and bankers and other lenders from making any more really bad loans. WHAT TO DO NOW? If you've been investing in only the highest quality stocks, your portfolio is probably in pretty good shape-relative to the averages. Many of your stocks are on sale today so buying more of them now could give you very nice rates of return. At least that's what I'm doing. In June, The Toronto Star invited me-along with three other "experts"-to submit a portfolio of stocks that would be featured on Mondays during the following 12 months. The portfolio I put together has 10 stocks, all of them selected using the Stock Selection Guide (Cinram, Hummingbird, JDS Fitel, JetForm, MDS, Unican, Paychex, Total System Service, Veterinary Centers of America and Worldcom). Eight of these have been featured in this magazine as Stocks to Study. So far, my Star portfolio is down about 10%, much less than the TSE 300, the Dow, or the S&P 500 (and the other three Star portfolios). What this relative performance clearly shows is that a portfolio of high quality stocks insulates you from the extremes of market corrections. Quality stocks are the last to get hit during bouts of fear and pessimism. They go down the least when terror becomes rampant throughout the herd. And, from the dark of night, their prices come back the fastest when the sun begins to shine again. All 10 stocks have the distinctive revenue and EPS profiles of great stocks. The revenue profiles are steep and straight which reflects strong demand for their products. All the EPS profiles reflect a management team that has consistently exploited demand and produced strong earnings growth. Is there any reason to buy any other kind of stock? Now I can't tell you precisely when the market is going to make an enduring move up again, but it always does over the longer term. And I'm a long term investor-in quality stocks that is!