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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (47477)	5/31/2001 2:58:29 PM
From: willcousa	Read Replies (1) \| Respond to of 70976

The masses may never use that broadband last mile to do anything productive but they will pay big bucks to get the entertainment.

To: Ian@SI who wrote (47477)	5/31/2001 3:52:54 PM
From: Dale Knipschield	Read Replies (2) \| Respond to of 70976

Ian, What's your No. 1 pick in the optical sector? I'm reluctant to get into fiber optic cable fabricators like GLW since there is supposedly already an overabundance of fiber in the ground. I'm also uncertain of the optical switch arena after seeing LU go from being the darling, to the dumpster. Also, CSCO's problems are also now legend; NT has had nothing but bad news lately, as has most of the equip sector.......so where's the clear leader there? (If someone could tell me who is closest building a pure optical switching device, I might put some money there)......... And to top things off, as you already know, JDSU was just downgraded, along with SCMR, NT, TLABS, and more. Not a pretty picture! But its always darkest before dawn, so I know that now is probably a good time to buy in this arena......the real question is, buy what? I tend to focus on a few selected stocks, so if you know of a few 800 lb gorillas in the FO arena, I'd appreciate your views. Regards, Knip BTW, wanna hear my idea of what is going to finally put the FO arena over the top.....??????? Too bad, you're going to hear it anyway! Its one of the of the oldest ideas in the book...........switched videophone. Almost a 50 year old idea, it would be pretty neat to call up your family and friends and see them, but now in 3D living color. Sure it'd take a lot of bandwidth, but supposedly that's the resource that's looking to be used. Think about it.

To: Ian@SI who wrote (47477)	6/7/2001 2:25:08 AM
From: John Trader	Read Replies (3) \| Respond to of 70976

OT: Ian, I wonder what you, or anyone else here thinks about Newport Corp. (NEWP), in a few articles it has been referred to as the "Applied Materials of fiber optics". They are a supplier of fiber optic test/measurment/automation equipment to the fiber optic industry. I am going to repost part of an earlier message below. The analysts are negative on the fiber optics sector now, but loved the sector early last fall. This is one positive. The fundamentals look very good to me (e.g. PEG ratio), but they have/had a backlog of orders, which has caused earnings to hold up well in this downturn so far. They have lots of cash, and the stock is way down from the highs. I have been nibbling at this one on weakness. One article I read said that "data traffic is doubling every 100 days". If so, it seems that sooner or later this sector should recover. I am guessing the money will come from somewhere to pay for the buildout of the internet, but I am not sure exactly how it will work out. The telecom companies of course are not spending much right now, given their financial situation. Regards, John