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: Dale Knipschield who wrote (47482)	5/31/2001 4:05:19 PM
From: Dale Knipschield	Respond to of 70976

I didn't mention anything about switched videophone in the business arena, but the implications are almost obvious. It would probably be a hell of a blow to the airline business, and talk about opportunities to work at home.... Knip

To: Dale Knipschield who wrote (47482)	5/31/2001 4:57:33 PM
From: Ian@SI	Read Replies (2) \| Respond to of 70976

Knip, 1. Optical pick. JDSU. But ask Pat Mudge on the SDLI - JDSU thread. She has an indepth understanding of the field, its competitors and the emerging companies. Further I trust her as an unbiased source of useful information. She might give you things I haven't looked into such as NUFO... To my knowledge, JDSU is the 800 lb gorilla for the components needed to light up dark fiber. 2. Japanese are already marketing a 2 way video cellphone (not sure whether it was a 2.5G or 3G) Long term this overcapacity problem in both fiber and fabs will result in much lower prices much sooner than would have been the case. And that can only result in more applications of the technology becoming viable sooner. Now if I can only survive while waiting for the inevitable explosion. Ian.