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To: arthur pritchard who wrote (152036)1/26/2000 9:10:00 AM
From: Lee  Read Replies (1) | Respond to of 176387
 
Hi Arthur,..Re:.OT OT why is a company like jdsu so hot, when we have in the works, such incredible infrastructure plans, to handle broadband

JDSU is the largest component supplier for that build-out. <g> The article in the link below, courtesy of JDSU thread, discusses in detail the 'nuts and bolts' of the business.

streetadvisor.com

Cheers,

Lee



To: arthur pritchard who wrote (152036)1/26/2000 11:13:00 AM
From: rudedog  Read Replies (1) | Respond to of 176387
 
arthur -
when we have in the works, such incredible infrastructure plans, to handle broadband wireless

That is exactly the point - all of those plans just drive more demand for the kind of products JDSU is developing.

The article Lee posted is a good primer on the subject. JDSU has not only gotten a stellar development team together, they have made great progress in getting their ideas into the real world. At the moment they are pretty much the only game in town in an area which is increasingly important to the whole of the technology business.

I think they are just getting started...