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.

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

To: Seeker of Truth who wrote (15207)	1/15/2000 8:26:00 AM
From: daffydog	Respond to of 54805

Malcolm, If the issue of the bandwidth glut is of concern to you, I would recommend subscribing to the Gilder Technology Report, and reading back issues over the last two years. This is dealt with at length. As Gilder pointed out in his latest report, over the last 30 years, the cost of a transistor on a memory chip has dropped from about $7 to a few millionths of a cent. This transistor glut hasn't hurt INTC. We cannot imagine how a world with nearly limitless bandwidth will look compared to the world today. Two-way real-time video conferencing with each and every other person in the world, movies and other entertainment on demand, and holographic applications that would require an enormous amount of bandwidth will alter the current landscape such that our world will be unrecognizable. JDSU is poised for tremendous growth for quite some time (years). The tornado is just starting. MGG

To: Seeker of Truth who wrote (15207)	1/15/2000 8:49:00 AM
From: DownSouth	Respond to of 54805

Malcolm, I have seen some excellent discussion regarding JDSU and the future of the backbone buildout. The model that I find appealing is this: -As long as the backbone buildout continues to grow such that demand is greater than supply, JDSU will stay in its throne. -When the buildout begins to level off because demand has been met with current capacity, Princes will begin to threaten JDSU's margins and revenues. -The next great buildout is for Metropolitan Area Networks, providing bandwidth from the backbone to the Last Mile. If that buiidout begins before the backbone buildout diminishes, JDSU will remain in its throne. I believe this scenario came from the respected Bulldog formerly of the Q thread. Timeframes fro this scenario have not been offered, and I don't expect to see any credible estimates for a while. I am not too worried in the 2-3 year timeframe.