Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bill Holtzman who wrote (15982)	1/6/2001 12:40:59 AM
From: SJS	Respond to of 24042

Possibly Bill. Especially when the bigs guns add their support (and money) to the fray: Friday January 5, 8:54 pm Eastern Time Intel, Nortel join funding round for Network Elements biz.yahoo.com

To: Bill Holtzman who wrote (15982)	1/6/2001 1:37:20 AM
From: pat mudge	Read Replies (2) \| Respond to of 24042

Do you suppose there's a possibility the barriers to entry that KK used to get moist over really aren't as high as he thought? It depends on which part of the industry you mean. Active components are more difficult to develop than passives. High end --- high power, high channel-count --- are more difficult to test and qualify than low-end. Remember, it's not just having the best technology, but being first and being designed in that makes you number one. The vendors you alluded to are developing their own components but they also have long-term contracts with both SDLI and JDSU. As for SDLI, we don't know who "other party number one" was, but some think Lucent. We know "other party number two" was Corning and we also know how high they bid before they were forced to drop out. This has to tell you something about their expertise. Anyone who doesn't understand, doesn't know what's at stake. Of course there will be competition, but JDSU/SDLI is unlikely to give up their position any time soon. Having said that, keep in mind the merger opens a door for second sources. Lots of opportunities there. :) Pat