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Messages 614 - 648 of 4022   Oldest  |  < Older  |  Newer >  |  Newest
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614
Markman's article (also posted on the public board) is a good summary of the basic thesis behind getting long JDSU. ...
Eric
cypress737
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Jun 3, 2004
1:20 pm
615
Here's a really stupid question: why don't the cable companies start pursuing the use of fiber themselves?...
jdsholeder
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Jun 5, 2004
5:01 pm
616
Below is a story from Verizon's website, posted last weekend. At the time, Verizon was trying to negotiate with AT&T and MCI over what those companies would...
E B
cypress737
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Jun 5, 2004
10:16 pm
618
Verizon's comment on yesterdays' ruling: http://cbs.marketwatch.com/news/story.asp?guid=%7BBC8F785C%2DEB05%2D470B%2DBB5E%2D82D71A1600CC%7D&siteid=mktw ... Do...
E B
cypress737
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Jun 5, 2004
10:25 pm
619
Seems like a pretty sensible question to me, what with hybrid-fiber coax and video-on-demand (VOD) equipment and all the other optical goodies that companies...
Eric
cypress737
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Jun 5, 2004
10:37 pm
620
I know a lot of longs turn to message boards for consolation, looking for verification that they've made the right decision, and they usually find it since...
E B
cypress737
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Jun 6, 2004
3:36 pm
621
This should be an interesting conference for anyone in the Chicago area who works in the field. For those who can't attend, I'm sure Lightreading will publish...
E B
cypress737
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Jun 7, 2004
7:23 pm
622
and make some real gains. JDSU has tremendous potential and could be the MSFT of the decade if the right cards fall. Opinions?...
stocks_r_us2003
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Jun 11, 2004
1:38 am
623
One thing is for sure: The idea that the Bells are losing voice revenue to MSOs and wireless companies and had better do something about it is no longer just...
Eric
cypress737
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Jun 11, 2004
3:52 am
624
Last weekend, jdsholeder asked: "Why don't the cable companies start pursuing the use of fiber themselves?" It's a great question. Why is FTTP always...
E B
cypress737
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Jun 12, 2004
1:42 am
625
... be ... Have traded JDSU since '99. I like using the internet and think it has decades of growth ahead. The overused metaphor from 99-00 is still valid:...
HenryVIII
slopjob
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Jun 12, 2004
2:26 am
626
Recently there has been information regarding 'WiMAX' as a solution to the last mile of broadband access. Does someone have information as to whether this has...
scoop1888
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Jun 12, 2004
8:36 pm
628
There has only been 10 messages in the last 7 days. I hope that this group becomes more active and informative. We are all here to learn and swap...
stephie1945
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Jun 12, 2004
8:37 pm
629
http://www.businessweek.com/magazine/content/04_25/b3888601.htm Cover story on convergence of computer/software, consumer electronics and communications. In...
nyuk_nyuk_nyuk_soytanly
nyuk_nyuk_ny...
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Jun 12, 2004
9:52 pm
630
Recently there has been information regarding 'WiMAX' as a solution to the last mile of broadband access. Does someone have information as to whether this has...
scoop1888
Offline Send Email
Jun 12, 2004
9:52 pm
632
"Recently there has been information regarding 'WiMAX' as a solution to the last mile of broadband access. Does someone have information as to whether this...
Eric
cypress737
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Jun 12, 2004
10:29 pm
633
You've got the best name on the board. I haven't read the article yet but I suspect it will focus on end-user products since the magazine it's published in is...
Eric
cypress737
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Jun 12, 2004
11:00 pm
634
Cypress - Thanks for the reply. Any research or data that you can point me to regarding current fiber optic capacity and the actual data "riding the rails" so...
nyuk_nyuk_nyuk_soytanly
nyuk_nyuk_ny...
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Jun 13, 2004
12:11 am
635
I run across articles from time to time that attempt to extrapolate future bandwidth requirements from current trends, and the next time I run across one I'll...
Eric
cypress737
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Jun 13, 2004
12:57 am
636
There's been some question about Cisco's significance to JDS Uniphase. Cisco is a customer, as evidenced by the 2003 annual report, but I don't believe Cisco...
Eric
cypress737
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Jun 13, 2004
1:28 am
637
Eric <cypress737@...> wrote:There's been some question about Cisco's significance to JDS Uniphase. Cisco is a customer, as evidenced by the 2003 annual ...
paul marsh
palroma
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Jun 13, 2004
5:19 am
638
I have read a couple of times that WIMAX is right around the corner but is not a contender for JDSU. I would like to broaden my protfolio by adding companies...
Hamilton Merville
isail99
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Jun 13, 2004
4:09 pm
639
"Does anyone know which companies are good plays for WiMax?" The most straightforward pure play would be Alvarion (ALVN), in which I have a small position. ...
Eric
cypress737
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Jun 13, 2004
6:27 pm
640
Eric <cypress737@...> wrote:"Does anyone know which companies are good plays for WiMax?" The most straightforward pure play would be Alvarion (ALVN), in...
paul marsh
palroma
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Jun 13, 2004
6:37 pm
641
AFCI was the result of a previous telcom valley "where they are located" company buyout. From each of these comes two to four new companies within a year or so...
shakeyguy@...
shakeyguy
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Jun 15, 2004
12:26 am
643
i think w/ earnings headed our way nxt month, itll be intersting how jdsu lines up. kennedy's comments will be a catalyst. also, i m looking at our...
ikram alam
batterypk
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Jun 15, 2004
12:17 pm
644
I expect revenues to begin increasing in a meaningful way during the first quarter of fiscal 2005 (July, August, and September of this year, which will be...
Eric
cypress737
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Jun 15, 2004
2:01 pm
645
737 excellent post as always: <<<Once the momentum crowd jumps on, there's no telling where the stock will go -- upside moves can become self- sustaining for a...
paul marsh
palroma
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Jun 15, 2004
3:49 pm
646
Ikram: Welcome. It was interesting to read your buy in levels. In the public forum on Yahoo for this co., there is a poster, pasdechat2003, who honestly lists...
jdsholeder
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Jun 16, 2004
3:08 am
648
JDSU will not move until there is an application or some other basis that will increase the amount of data that needs to be transmitted securely, quickly, and...
m_steilen
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Jun 16, 2004
9:30 pm
Messages 614 - 648 of 4022   Oldest  |  < Older  |  Newer >  |  Newest
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