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

To: John Lacelle who wrote (37587)1/6/2001 3:37:09 PM
From: saukriver  Respond to of 54805
 
John,

JDSU/SDLI is king of fiber optic components. I don't see any sustainable argument that they could be a gorilla. I look forward to your views on the topic after you finish reading TRFM.

saukriver



To: John Lacelle who wrote (37587)1/6/2001 3:45:38 PM
From: Eric L  Respond to of 54805
 
<< What will make the next Gorilla? >>

Control of a proprietary open architecture with high switching costs in a hypergrowth (tornado) market.

Continue reading the manual. <g>

- Eric -



To: John Lacelle who wrote (37587)1/7/2001 7:17:40 PM
From: Uncle Frank  Respond to of 54805
 
>> How will CSCO and LU take (jsdu/sdli) on?

I think Cicso will take jdsu/sdli on as a supplier.

In fact, I think they did so years ago.

uf



To: John Lacelle who wrote (37587)1/7/2001 8:55:33 PM
From: DownSouth  Respond to of 54805
 
I hear a lot about SDLI
and JDSU being perhaps the kingpins of the
broadband wave that will come over the next
few years.

Perhaps you misunderheard. JDSU, at least, is the king of bandwidth and could care less about broadband. Broadband is the connection from the computer (or whatever) to the ISP. JDSU supplies optical components, usually, for the providers to equipe the ISP to the backbone and then the backbone itself.


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