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: techreports who wrote (47085)	9/25/2001 4:33:25 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Well, my point was..JDSU has a profitable business or it will when things turn around. If video conferencing took off, that would only help JDSU. Not to push the point, but how do you know JDS Uniphase will be profitable once things turn around? BB

To: techreports who wrote (47085)	9/25/2001 5:38:17 AM
From: JAPG	Read Replies (2) \| Respond to of 54805

Well, my point was..JDSU has a profitable business or it will when things turn around. If video conferencing took off, that would only help JDSU I understand that there is a glut of long-haul fiber. The bottleneck today seems to be in the "last mile" broadband access to the home or office. Companies and solutions that provide a fast and economical solution to this problem are the ones will reap first the benefits of a surge in video conferencing demand. Fiber-to-the-home (FTTH) is costly and will take time as cable companies need to upgrade first their existing plant to enable two-way communications. IMO this is their first priority. A hybrid "fiber-wireless" could be a good (fast and cheap) alternative: fiber to the node and (from the node) broadband wireless to the home or office. Companies like Sprint and Worldcom have plans along this fiber-wireless solution. When the "last mile" bottleneck is sorted out, then demand for more fiber will follow, which is when JDSU will benefit most. As per today "the last mile" remains an elusive challenge although progress is being made every day. All of the above IMHO. Take care JAPG