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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (47049)	9/24/2001 2:58:05 PM
From: techreports	Read Replies (2) \| Respond to of 54805

I would caution that the focus on video conferencing may be simply a short term focus blip at the moment. It's been around for years and has never really taken off. Air travel and business travel will resume. Then again, one simply watches the earnings and the growth within a niche industry such as video conferencing to see if indeed a trend develops which signals a major switch. Plenty of time for that to unfold and no reason to rush into something that may not unfold as 'predicted'. I agree. Should probably wait to see if this takes off. If it does, the traffic it could generate would be huge. So companies like JDSU will benefit..