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


To: John Carragher who wrote (3973)1/7/2000 8:10:00 AM
From: Smacs  Respond to of 24042
 
Hmmm. Interesting question, John. I don't think that will happen soon. When it does, the market will likely be dominated by whomever supplied the most customer demand earliest. If JDSU can get themselves positioned as the industry standard while the others are playing catchup, I think they'll establish themselves as the leader. That seems to be the trend in most industries. The downside is that if competitors come in at a lower price-point, JDSU will likely have to reduce their profit margins to stay competitive. Food for thought, though.

-sm-

P.S. Anybody got pre-open numbers for JDSU? It's 9:00pm here in Taipei so I'm gonna run out and grab a bite before the NAS and TSE wake up...