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

To: pat mudge who wrote (5644)	1/29/2000 6:53:00 PM
From: Gut Trader	Read Replies (1) \| Respond to of 24042

Very nice discussion pat; It would seem adding sdli would be a reasonable hedge since all combnations you mentioned are win-win for sdli.

To: pat mudge who wrote (5644)	1/29/2000 8:39:00 PM
From: j t jackson	Read Replies (3) \| Respond to of 24042

Pat...A basic question relevant to all JDSU longs. Is fibre-optics the end of the line in the evolution of point-to-point communications? It seems to me that even if we go to the frequencies available in the ultra-violet spectrum, we are still dealing with photons. Very unlikely IMHO that we'll go to the still higher frequencies in the x-ray and cosmic ray bands. Communications over distances has progressed from drums and horns to visual signals( flags, towers, lights) to telephone, telegraphy, radio and microwave (TV, cable, cell phones, satellites, etc.) to the current deployment of DWDM. For probably 20 years or so major institutions (Bell Labs,etc.)have poured R&D into the development of photon computers to replace the electron computers we use today. Remember the first calculators and computers were all mechanical. When and if computation is done with photons the speed goes up in addition to many other potential advantages. So computers may end up as photo-optic devices someday. I'm not holding my breath on this score. I'm trying to think of a physical principle which might take point to point communication beyond the fibre optic developments just underway. In my own thought experiments (technique borrowed from Einstein <gg>) I haven't come up with a better technology. Conclusion, Money Managers and others may move the stock price up and down, but if fibre-optics is the end of the line in point-to-point communication evolution, those in for the very long haul should enjoy and prosper from the ride. Hoping that someone has some ideas re: future technology beyond fibre optics. Pat, I've enjoyed your informative posts very much and hope this may contribute to your idea of some serious discussion this weekend. Highest regards... jtj

To: pat mudge who wrote (5644)	1/29/2000 10:41:00 PM
From: Boplicity	Read Replies (1) \| Respond to of 24042

Pat, It's a no win situation for JDSU. If they buy SDLI, they will go down, since it will too much too soon. If someone else buys SDLI, JDSU will go down, so they can't win short term. Maybe SDLI should buy JDSU? <ggg> Greg

To: pat mudge who wrote (5644)	1/29/2000 11:16:00 PM
From: MileHigh	Respond to of 24042

Pat, Basically I believe there is enough to go around for all. I also believe that the company that is laser focused on FO will win. JDSU does that, meaning, that's their business, period. LU does many other things and can get distracted. INTC makes chips, this web hosting thing is weird for them. I don't think EXDS will skip a beat because if it. Laser focus is the key. But your questions are great ones and should be contemplated and discussed. One of my concerns is the stock price getting ahead of earnings, trading at over 200X this years earnings Regards, MileHigh