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

To: Apple12 who wrote (13545)	10/26/2000 8:27:25 PM
From: Apple12	Respond to of 24042

One of Mr. Khatod's statements especially made me pause and think: "Bandwidth demand will grow 100- to 200-fold in four years." I did a quick calculation, and that represents a projected 316% to 376% annualized increase in demand. All of this represents extreme growth potential for not only our Pathfinder company Nortel, but for other Pathfinder companies such as Enron (NYSE: ENE) that will help distribute the supply and demand with bandwidth trading, and Scientific-Atlanta (NYSE: SFA) that will provide the access speed to users at the edge. Given all this, the news that Nortel will miss revenue numbers due to a slowdown in customer spending is surprising, but likely it's a case of too much expectation in the near term. The bandwidth buildout will occur over several years, and it will likely occur slower than many people expect, but it will still represent a high-growth industry. People have been saying for a few years that soon cable Internet would be everywhere. Well, it isn't. It takes time. The same will be true for fiber optics and for all bandwidth. The opportunities are long term.