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Technology Stocks
JDS Uniphase (JDSU)
An SI Board Since March 1999
Posts SubjectMarks Bans Symbol
24042 479 0 JDSU
Emcee:  Kent Rattey Type:  Unmoderated
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23442FCC rules are out: fcc.gov My spin: The RBOCs can screw the CLECs with a shorownstock-8/22/2003
23441Morgan at Applied Materials came from the VC side... VC becomes a career for a lLizzie Tudor-8/21/2003
23440Kevin, like Syrus before him, is the choice of a small group of ex-VC board membownstock-8/21/2003
23439JDS names CEO as Straus replacement COO also to depart in management shakeup mamanny t-8/21/2003
23438news.com.comImmi-8/20/2003
23437The bets are that at least in the near term RBOC FTTP (if it happens at all) is ownstock-8/20/2003
23436with the semiconductor group rising, any one feel that JDSU can benefit from thijimmy-8/20/2003
23435When and if this becomes practical, it would dramatically reduce the need for JDDavid C. Burns-8/19/2003
23434Forgot to mention that JDSU is the leader in Passive optical networks. The RBOC&KC~-8/18/2003
234332005 budget is not a peak. Cable operators will begin FTTP rollout 2006/2007. HKC~-8/18/2003
23432How much does JDSU get? Is the 2005 number a peak or steady state for a while?Cary Salsberg-8/18/2003
2343130/40 million 2003 500 million 2004 X billion 2005KC~-8/18/2003
23430RE: "Any thoughts?" At $3 the market capitalization is ~$4.5B. FiberCary Salsberg-8/18/2003
23429With the coming FTTP build out by RBOC's JDSU should benefit strongly . At KC~-8/18/2003
23428Humm...I think optical is a real risky place to put much of your portfolio, but ownstock-8/14/2003
23427"Tel guy" was Cody Willard. Other company was AVNX. Cramer began addHoward S.-8/14/2003
23426tel guy on kudlow and cramer last night.. of course guy works for street.com... John Carragher-8/14/2003
23425Cable is far faster than DSL will ever be. But I hear your complaint, and it isownstock-8/10/2003
23424Some houses in the DC area have FTTH. It is great, but costs about $1500 per houImmi-8/10/2003
23423David and all, Fwiw my experience with broadband can be summed up as "whersteve harris-8/9/2003
23422I saw an interview (on C-SPAN, I think) a few weeks ago with Brian Roberts, CEO David C. Burns-8/9/2003
23421That is precisely right. Fiber will do it. DSL speeds up transmission over coppeImmi-8/9/2003
23420Cable is orders of magnitude too slow, is there a way to speed up cable internetLizzie Tudor-8/9/2003
23419Wasting cash is not the mark of intelligence. Vz should pour their resources inownstock-8/7/2003
23418Yes, they are way behind but vz has cash,, comcast has a huge amount of debt... John Carragher-8/7/2003
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