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Technology Stocks : SDLI - JDSU transition -- Ignore unavailable to you. Want to Upgrade?

To: Jack Hartmann who wrote (327)	2/20/2001 10:26:48 PM
From: OWN STOCK	Read Replies (1) \| Respond to of 3294

I am reminded of the line from Jurassic Park: "Nature will find a way..." Well, IMO, "Bandwidth will find a way". So far, the best way is fiber. Believing that bandwidth (demand) is in itself a force as strong as nature, I am still long (gulp) on JDSU. Dinosaurs like LU and NT are suffering...the fiber-centric IP mammals like Ciena, Cisco, Corvis, etc are positioned to clean up...if they execute right, and another comet does not hit in the next year or so... -Own

To: Jack Hartmann who wrote (327)	2/21/2001 12:55:58 AM
From: onurbius	Read Replies (1) \| Respond to of 3294

An anecdotal view from the telco trenches: My wife works major accounts for -well- an unnamed American Telephone Titan . Evidently many large customers experience this problem: the Legacy systems are literally falling apart, while Fiber-optic cable is dark but physically installed in their facilities. They are screaming for the fiber to be lit. Hmmm....there it is again, I hear Kalkahoven in a ghostly refrain "Bandwidth, bandwidth, bandwidth-the demand is insatiable. Our industry is in it's infancy." Isn't the environment du jour a bit like saying that while the oil lantern business is reporting disappointing results, there's this newfangled electric lightbulb thing about to happen? All the beancounters are still counting lantern sales. Even Mr. Greenspan cannot exile the inexorable progress of actual working technology to oblivion. "It's the Bandwidth, Stupid!"