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

To: Master (Hijacked) who wrote (15102)	12/21/2000 12:16:20 PM
From: pat mudge	Respond to of 24042

I'm still waiting for that bright future but am in a pissed off mood in the present. Keep in mind, "when kicked, it's not the rock that hurts." If I'd thrown any of my kids overboard when they were in the process of growing up, I'd never have seen them grow into adulthood and be the beautiful people they are today. It's the same with companies. I've learned the wisdom of patience. Also the wisdom of knowing when nasty words were aimed at the sender more than the receiver. Pat

To: Master (Hijacked) who wrote (15102)	12/23/2000 10:20:20 PM
From: James F. Hopkins	Read Replies (2) \| Respond to of 24042

Master; I don't know why it took so long to dawn on me but I think of "Broad band" being more band width. LONG TERM The catch 22 is that new technology has been expanding the ability to create more and more band width just as fast as computers expanded CPU capacity. The point being it's bound to expand faster than it can create a market for it. ( or one where you can have any pricing power ). Even a DSL connection will let 4 or more networked computers use the same connection and only be maxed out if they all start video streaming at once. Wireless LAN is making this a snap to set up. Broadband by it's nature shoots its ability to be high profit in the foot. Margins will likely get less than Retail Stores like Walmart, and I seriously doubt revenues for any single supplier will ever match those of Walmart ... The Long Term pricing of this stuff will depend on what you can get the end users to pay, Should it command any more respect than the pricing of any retail outlet, If as much as in time that's their fate ? ( if they are lucky ) . I can visualize bandwidth expanding to 10 times more than the world is ready to use. The bottom line will always get on down the food chain to what will "users" be willing to pay for bandwidth. IMHO The long term fate of Broad Band is no more promising than that of BOX makers, it eventually just becomes a commodity & one with over supply problems. Jim