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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: A.L. Reagan who wrote (69423)	2/17/2001 7:12:38 PM
From: Chuck Williams	Read Replies (3) \| Respond to of 99985

Mr. Reagan, Great post. I, too, have been pondering the incongruity of scale between "long haul" fiber and the "last mile" (fiber, copper, whatever.) I am a technophobe, so clearly not the average head of household, but see real value in the "fiber to the front door" vision. What I'm not privy to, is the legal and political issues surrounding this expensive rollout, and the circumstances under which this will occur. I understand companies (like my local Ameritech) are remiss to even roll out the most meager of high-speed Interest technology because of the significant cost, and highly probable (actual?) mandate that they share this infrastructure with other players. Can you say stalemate? Any thoughts on what's gonna give in this scenario? Or are we doomed to forever limp along with unreliable DSL and 56k analog? Thoughts appreciated, Chuck

To: A.L. Reagan who wrote (69423)	2/17/2001 8:48:30 PM
From: majaman1978	Read Replies (1) \| Respond to of 99985

Actually what is hard for me to fathom is that the freakin' Dow is still at 10800!

To: A.L. Reagan who wrote (69423)	2/17/2001 10:24:14 PM
From: Doug	Respond to of 99985

A.L.R: I believe the bandwidth experiment in Europe & Japan highlights a: Consumers have no time available for Multimedia . b; Consumers want instantaneous communication ( average 2 mins) and reliability. Peta bit highways may be fine and dandy but the paying volume build up will be slow.

To: A.L. Reagan who wrote (69423)	2/17/2001 11:17:53 PM
From: iod_sherwood	Read Replies (1) \| Respond to of 99985

Great post. as for someone else's respond... I still think wireless broadband will fit into this game... checkout sprintbroadband.com... from what i've heard.. ppl really love it... call and u get installed in a week or less... etc..etc... only in a few mkts so far... we'll see how it goes...

To: A.L. Reagan who wrote (69423)	2/18/2001 1:07:04 AM
From: waverider	Respond to of 99985

QCOM

To: A.L. Reagan who wrote (69423)	2/18/2001 5:20:08 PM
From: Stephen M. DeMoss	Respond to of 99985

Mr.Reagen, Thanks for your reply! The problem with picking a Jdsu vs. a Glw (I own neither at present) is that they tend to move in tandem. All the fiber optic related companies tend to move up and down together. Thus I would only buy Jdsu when I think the down pressure in the glw's of the world is pretty well finished. I'm wondering at which point the wash out will be complete and its 'safe' to go long. If the sell off materializes which many on this board predict, Jdsu will likely go to the mid to low 20's before any real support is found. I do appreciate your input. Steve D.