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To: Selectric II who wrote (39423)	7/27/2001 8:12:00 AM
From: BirdDog	Read Replies (2) \| Respond to of 65232

Q for me is, will JDSU be ...or will somebody eclipse them in the meanwhile with cheaper, faster stuff? JDSU is no Gorilla. They have no power for any kind of sustainable competitive advantage. So your fears are real. I personally believe that JDSU could very well spend the rest of it's life spending everything it can to buy up new technology companies in order to stay alive. BirdDog

To: Selectric II who wrote (39423)	7/27/2001 11:36:07 AM
From: Jim Willie CB	Read Replies (3) \| Respond to of 65232

so much for JDSU plans to quadruple capacity with the layoffs, are plant closings next? only way to remain competitive in prep for next round is to cut cost structure for several months running I would watch JDSU/QCOM ratio they were neck 'n' neck for a long time tells me Uniphz suffers from barriers to entry and excess capacity QCOM is holding up from its IP locks in the future to me the Uniphaz news means Lucent is dead in water and Nortel will struggle mightily this too shall pass, but NOT by the 2ndHalf more like next spring spring reigns eternal / jim

To: Selectric II who wrote (39423)	7/27/2001 11:49:01 AM
From: Jim Willie CB	Read Replies (4) \| Respond to of 65232

A CALL TO ARMS: in search of Landlord Stocks I have been studying like a busy little mickbee lately trying to learn about upcoming energy winners but also thinking as I have been for months about a theme 95% of american millionarie$ made their fortune with REAL ESTATE the concept is transferrable to other businesses American Tower (AMT) might be building a locked wireless landlord business as we speak, with a dominant market share of north american towers almost completely covering our entire continent they are building and buying up towers from carriers then renting the same towers to other carriers efficiently they will benefit from saturation resistance later real hard to get towers approved in many communities their overhead costs are low their return on investment is high strong similarity to community and highway billboards VeriSign (VRSN) might be building an internet landlord business as we speak, with a monopoly on domain registration and a dominant market share with commerce encryption so they are the internet landlord who sells bestinbreed "keys" they are ready for the exploding internet commerce phenomenon I love the Landlord Theme "build it and they must rent" can anyone think of OTHER landlord theme stocks out there? where competitors will have an impossible time catching up? where recurring income is the order of the day? where rents can rise in time? I dont mean patented IP like with CDMA and QCOM I dont mean gorilla owned and dominated sectors I mean Landlords owning limited land, space, air, software, media ideas will be appreciated I believe all Landlord Theme stocks are easy 20-baggers with the potential of large dividend income later or else simple vertical integration subsidized expansion unlike gorillas, landlords are not easily displaced by "discontinuous" innovation case in point, eventually Microsoft will be less relevant thanks for any ideas / jim