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

To: techreports who wrote (47063)	9/24/2001 3:12:10 PM
From: Larry S.	Read Replies (1) \| Respond to of 54805

many companies would benefit - broadband to deliver video conferencing may well be the killer ap that someone earlier mentioned to get broadband of its a$$. larry

To: techreports who wrote (47063)	9/25/2001 4:04:10 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

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.. If the video conference method ever "took off" there would be an increase in data traffic throughout the broadband network. However, we don't know who will benefit. We can speculate, but it's much more realistic to see who will benefit by way of revenue and earnings growth caused by increased traffic from video conference data demands if it ever does take off. Or as Mike so wisely pointed out in terms of gorilla gaming - if there is a tornado we'll know about it. Without that demand for video conference data traffic, it's all moot in terms of an investment at this point. In the meantime, the traditional avenues of telephone, FAX, e-mail, courier and face to face meetings via travel seem to remain. BB