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

To: pat mudge who wrote (791)	3/17/2001 6:25:27 PM
From: FR1	Read Replies (2) \| Respond to of 3294

What do you think of INTC and CSCO entering the optical market? Do you think they will take any meaningful market share away from JDSU?

To: pat mudge who wrote (791)	3/18/2001 2:04:31 AM
From: tripperd2	Respond to of 3294

Latest OFC reading from Light Reading: lightreading.com JDSU Readies OFC Blitz -------------------------------------------------------------------------------- JDS Uniphase Inc. (Nasdaq: JDSU - message board; Toronto: JDU), which in the recent past has seemed more occupied with toting up acquisitions than with forming a corporate marketing strategy, is about to turn up the volume. Next week JDSU will launch a major product and marketing assault at the OFC trade show in Anaheim, Calif., where it will unveil 70 new products and launch a corporate marketing campaign designed to streamline its message, according to JDSU officials. The portfolio of products being launched at OFC will address all of the links in an optical network, says Charles J. Abbe, president and COO of JDSU. In an interview with Light Reading, Abbe declined to discuss individual products, but he said two areas of promising development include 40-Gbit/s transmission and Raman amplification technology. The products being announced next week will address optical switching, network monitoring, dispersion compensation, and dynamic gain equalization, says Abbe. JDSU will demonstrate the products in a single, simulated, long-haul optical network on the conference floor. "We have a new theme this year around four axes, which include capacity, reach, flexibility, and networking reliability," says Abbe. "On the capacity side at the simplest level is broader channel count and channel spacing and pushing into the L band and higher data rates. We will be pushing into 40 gigabits per second." Important? For those interested in what the new JDSU will look like, yes. The company just assimilated two gigantic acquisitions, SDLI and ETEK Dynamics (see JDSU/E-Tek Merger Approved: No Surprises and JDSU: Less from More ). At best, its corporate marking approach in the past has been decentralized and low-key, and many have been waiting to hear the direction of the newly combined companies. The company has also been hit with a slowdown in the telecom industry that has left many analysts scratching their heads about where future growth will arise (see JDSU Cuts Guidance Again ). In the wake of the acquisitions, the company's been streamlining its sales and marketing forces. The company now comprises two main groups, the Amplification and Transmission Business Group; and the WDM, Switching, and Thin-film Business Group. Last month, the company announced it was laying off 3,000 employees to cut back expenses (see JDS Uniphase Announces Layoffs ). The Amplification and Transmission Group, formed primarily around what was once SDLI, is targeting lasers and long-haul components. It's expected to announced new developments in Raman amplification next week. Don Scifres, former CEO of SDLI, is now president of the Amplification and Transmission Group; Abbe will be president of the WDM business group. -- R. Scott Raynovich, executive editor,Light Reading lightreading.com Enjoy yourself Pat and make sure you tell the Jdsu folks we former SDLI shareholders are pissed! <g> Trip@I'llbeataconferencetoobuttooboringtorecountithere.zzz

To: pat mudge who wrote (791)	3/18/2001 12:05:25 PM
From: Rmooney	Read Replies (3) \| Respond to of 3294

Hi, Pat, I greatly appreciate your insight into all the issues surrounding fiber optics. I live in Cincinnati, and love my DSL comnnection. This morning's Cincinnati paper had an article on the local economy. It mentioned that Broadwing, which recently hooked up with Cincinnati Bell (CB now calls itself Broadwing) had increased profits, but a lower bottom line due to the 18,000 miles of fiber it had laid. I take this as good news, since Broadwing is willing to take on this debt in order to get the fiber optic lines out. Out of curiosity I went to the Broadwing web site. I found an interesting, if confusing (to me) link there. It's at www.broadwing.com/html/watid_383.asp. Sorry if that doesn't come across as a link. At any rate, according to this link,the CEO of Broadwing "...debunked the myth of a coming bandwidth glut..." at the recent Merrill Lynch Global Communications Investor Conference in NYC and also on CNNfn. He "...also indicated that as bandwidth economics are favoring purchases of capacity over dark fiber, only those who can readily and reliably provide capacities ranging from 2.5 to 10 gigabit will become leaders of the digital economy." Can you, or anyone else, tell what "capacity over dark fiber" means? Is this good news for un JDSU invoestors or otherwise? Thanks in advance for your answer.