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


To: DownSouth who wrote (16987)2/2/2000 12:24:00 PM
From: mtnlady  Respond to of 54805
 
DS I am with you. I have been trying to learn more about JDSU's product line and "proprietary technology owned by JDSU". I have heard rumors myself (e.g. key components of LU's new optical router is supposedly a JDSU creation) but nothing to back them. My belief is that these components are so complex and so many patents have been taken out on the devices (one of KK's speeches alluded to the number of patents JDSU holds) that there could be the makings of "proprietary technology" but have nothing to prove it yet.



To: DownSouth who wrote (16987)2/2/2000 2:29:00 PM
From: tekboy  Read Replies (2) | Respond to of 54805
 
OT Anecdote

Buddy of mine--lurker here--just got back from Davos, where he was supposed to be a foreign policy wonk. At one point he found himself sitting next to a guy, looked at the nametag, and did a double-take: it was Mike Ruettgers, head of EMC.

My friend (who's in NTAP thanks to all the discussion here) started to blabber away about SAN vs. NAS, whether NTAP was nibbling at EMC's low end, what the prospects for competition there were, etc. Ruettgers looked at him incredulously, and said: "Let me get this straight: you're here to talk about foreign policy?"

:0)

tekboy/Ares@canIsitnexttoDr.Jsometime?.com



To: DownSouth who wrote (16987)2/2/2000 6:02:00 PM
From: Hal Butler  Read Replies (4) | Respond to of 54805
 
The only reference to JDSU patents I know of is discussed in G & K post # 9992.