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To: pat mudge who wrote (2764)9/13/2000 6:08:38 PM
From: Mehitabel  Respond to of 3951
 
Pat, thanks a million for the "snippets" from JP Morgan! (and thanks for giving the "chill is spreading" article a good thumping)

You are a perfect example of the 90/10 rule applied to internet postings :)

For all you do, m'dear, this buds for you!

warm regards



To: pat mudge who wrote (2764)9/13/2000 6:12:37 PM
From: herlife  Read Replies (1) | Respond to of 3951
 
Hi Pat and everyone else on this thread. I've been a lurker for a year now and really appreciate all your contributions especially from you Pat.

At these prices, would you or anyone else on this thread consider selling your jdsu to buy more sdli? I'm in jdsu at split adjusted 29 and sdli at 38 in my roth account. I'm not asking for advice, but would like to see a discussion on the pros and cons as I'm seriously considering doing it tomorrow but am a bit scared as I'm a ltbh kind of person. However, it seems like the thing to do. tia Sally



To: pat mudge who wrote (2764)9/13/2000 8:07:19 PM
From: Boplicity  Read Replies (1) | Respond to of 3951
 
Thank you,

1) I touched on the following with my optical bubble has burst post. from that that post Could it be time to switch to the companies that have been buyers of all this equipment? Is now the time to buy the companies that will be offering all this wonderful bandwidth and services for sale?

1a) From JPMorgan report.

<<We believe the early 2000s will be shaped more by how those new carriers --- the like sof Level(3), Qwest, Williams, Enron, Global Crossing, Touch America, and others --- can shift their focus away from nearly completed network buildout and more toward filling their networks with sizeable and profitable traffic, especially as the need to meet investor expectations will only grow more intense from here. >>

2) Answer, to question on the GLW thread,. Is the slow down real or not? Which I can't ans.

2a) I wish I knew, JDSU CEO say baloney to it. I have been basing my whole thinking of how the market will play out over the next few years, if not this decade, on promise of broadband as the foundation of the next big thing. This concept of a slow down and supposed glut, has blown holes in it all and is delaying and stopping the momentum I thought that was building. You see, I feel we need the broadband to justify the PC that are coming out now. We need broadband so new and exciting software can be developed. We need broadband so we can have interactive TV. We need broadband so the distribution of CDs and movies can be done by getting them off the trucks, out of the bricks stores, and out of the mail, to being downloaded in bits and bytes. The list goes on and on. I can't wait around for years as they slowly bring broadband to the masses.

2c) From JPMorgan report

<<· The industry will likely face considerable turmoil as challengers seek to take advantage of and accelerate this disruption and incumbents wrestle with cannibalization and restructuring issues.

· These underlying economic forces combined with too many industry players have the potential to drive insufficient aggregate returns on capital, in turn driving consolidation and shakeout. >>

2b) The above has started already. Will this turmoil slow the build-out? Will they spend too much trying to compete only end up being taken out?

3) Finally who or what company will gain the most from the all the above. I want someone to show where I can find the following. Who will be the biggest beneficiary of being able to supply the right equipment or service at the right time. I simple list would be fine, with name of the company, equipment or service offered, time line of usefulness, and expected rev. <gg> and I want on platter. <gg>

Do you have a link to the whole article?

Greg



To: pat mudge who wrote (2764)9/13/2000 11:18:45 PM
From: Boplicity  Read Replies (2) | Respond to of 3951
 
Pat, A timely article from the street.com that I just found a few seconds ago that expands on my question about switching to the users of the network and the net.

thestreet.com

Here is a little snip from it.

<<Our first premise is that the major dominant sector of the last two years, technology, has reached a peak in valuation and performance that will not be seen again for years to come. >>

Greg