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.

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

To: Tecinvestor who wrote (6176)	2/10/2000 10:08:00 AM
From: LBstocks	Respond to of 24042

ORTL makes optical components used to upgrade cable TV networks for Internet and telephone service. ORTL's product line is different than that of JDSU, so I don't see much impact.

To: Tecinvestor who wrote (6176)	2/10/2000 11:57:00 AM
From: Guy Gordon	Respond to of 24042

I could see LU spinning off their optical components business. This would create a large competitor for JDSU. But my best guess is that they won't do it. This is based on my judgement of LU management. I think they want to keep control. Instead, they might create a tracking stock for the optical components business. The best companies today don't want to be vertically integrated. JDSU doesn't want to compete with CSCO, CIEN, NT, etc. They want to supply them. CSCO doesn't want to build components. They know where their expertise lies. IMHO, LU management thinks they can do everything, and do it well.