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

To: Bruce Brown who wrote (29428)	8/4/2000 7:51:17 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Bruce: IP/Broadband. Is this by definition wire (fiber et al) only? Assume that this covers the substitute evolving for the internet itself. Does Paul Johnson cover wireless at all? What is your view of the importance of the wireless / internet nexus? For example wireless 1xMC will be not only faster than DSL but untethered access to the internet. Isn't DSL a poor competitor to CDMA/HDR 1xEV starting in the 2nd half of 2001? Why does Paul Johnson (and others apparently) ignore the potential of wireless / internet data flow? Again, is it the definition of "IP/Broadband" which causes this myopia? Note: Cisco seems very interested and active in building out from the internet to wireless using IP as its entry. Cisco is moving into wireless. Will Paul? Best. Cha2

To: Bruce Brown who wrote (29428)	8/4/2000 10:31:41 PM
From: Don Mosher	Read Replies (1) \| Respond to of 54805

Bruce, I ran right over and guess what I found on p. 1 of Guide To Building A Next Generation Network in 1999: "But we also believe that some of today's established component vendors make for incredibly compelling investments. We are especially enthusiastic about the opportunity available to E-Tek, JDS Fitel, SDL, and Uniphase." Aren't those the four companies, following the SDLI merger, that will comprise JDSUniphase that the pretentious academic blow-hard was calling a Kingilla, and listing out what he believed, har har, were compelling competitive advantages? Don