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.

Biotech / Medical : sciclone pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?

To: AurumRabosa who wrote (490)	3/23/2000 5:49:00 PM
From: Guy Gordon	Respond to of 1137

OT: DWDM fiber optics. Making money in this area is easy. Simply buy JDSU and SDLI. Secondary plays available in semiconductor makers PMCS and AMCC. The reason for the high PE/PS is the extreme growth, barriers to entry, and (most importantly) high visibility of future earnings. Growth: People can't get enough of this stuff (bandwidth). Alcatel, Nortel, Lucent, and Cisco are all buying optics from JDSU and SDLI. Supplies are tight. Production expected to double each year for the next two to three years. Barriers: This stuff puts rocket science to shame. Underseas lasers need 200-year MTBF. Large numbers of optics PhD's are employed.