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

To: Michael Dean who wrote (10168)	5/10/2000 11:46:00 PM
From: Ben Wa	Read Replies (1) \| Respond to of 24042

I think ARXX makes fiberoptic test stuff, but don't rely on me, but read their fed filings.

To: Michael Dean who wrote (10168)	5/11/2000 12:05:00 AM
From: LLCoolG	Respond to of 24042

Mike, You are missing the entire point of globalization. Bandwidth is the medium in which power is now derived, and will be derived for the next several years in the new global economy. In 1995, someone asked Steve ballmer how they recognize power in nations, and he replied PC/Population ratio. This made sense at the time. With the advent of the Internet and its rise to prominence in the global economy in 1998-1999, bandwidth/population ratio has replaced the PC/population ratio to determine economic power. This will not change for some time, IMO. The more bandwidth a country or region has, the more they are connected to each other and the global economy, the stronger they will be. Yes, it may eventually become commodotized, but in 1985 Intel's new 386 chip was revolutionary. IBM, the giant in PCs at the time, refused to put it in new machines because they were intent on selling their AT model, as they had stated it would not be obsolete for 5 years in their marketing. Compaq came in and ate their lunch, and continued to, because they continued to support the cutting edge. Cisco did the same with routers. JDSU, with all of its recent acquisitions, has a good shot to do the same in the optical networking equipment sector. Commoditization is irrelevant. A glut of bandwidth will most likely be good, as it will create more power. Staying on top of the competition is important, because Kings of commoditized products find ways to add intrinsic values such that they are preferred suppliers and continue to make competitive margins. G