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: tekboy who wrote (19099)	3/1/2000 10:24:00 AM
From: mtnlady	Respond to of 54805

"any idea on whether all this has anything to do with the mysterious "fourth stage" of the JDSU game plan?" that being POSSIBLY "optical switches" . I don't know tekboy but it sure was the first thing that popped through my mind too. That and my earlier discussion with DS concerning discontinuous innovations and if JDSU had any 'inventions' of their own that would qualify (i.e. move them into the possible gorilla game versus royalty). I included the whole quote from number of products, to speed, to kk discussing their immense R&D budget and saying that this is their first fruits from that budget. Couple all of that with the rumors that LU's mirror optical switching device (the name escapes me right now) is actually made up of key JDSU components (someone who was confirmed to work for JDSU passed that one on via the raging bull thread months ago). Time will tell. I believe what is important here, none the less, is the speed gain - 4x! If it isn't an optical router then it sure looks like stage IV is headed that way.... i.e. SPEEEEED! For what it's worth I pulled off all of my sell triggers on my ETEK trading shares(my play into JDSU) to wait this thing out. 350-400 for ETEK is not out of the realm of possibility now.