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.

Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: Bulldozer who wrote (321)	5/14/1999 2:46:00 PM
From: quidditch	Read Replies (1) \| Respond to of 24042

I'll put on my Sunday best and go to confession right now. Mea culpa <g>. INTC (and manufacturing efficiencies/pricing) drove the shift to externally sourced microprocessors, I suppose. Are the factors the same here. I would expect there to be some additional factors insofar as LU, NT and CSCO do not fall in the segment exactly the way the PC makers did in theirs. What's driving this? LU has always had niches and manuf' all over the place. As for the modules, this is easier to see, in that both UNPH and JDS are probably at least equal to if not ahead of everyone else in the game and their modules will contribute real value added not available anywhere else. Regards. Steven