2003 recap and 2004 predictions

[Felonious Monk]

Thanks DTB.

The fiber optic cable I am interested in is called FTTP (fiber to the premise) and is supposedly the next big technology paradigm. Telephone companies will start deploying these fiber optic connections to houses this year in place of the copper wires that have been in use over a hundred years. And we're talking about speeds that are literally thousands of times faster than what we now call broadband. There are several companies who are designing the chips and components such as JDS Uniphase, Bookham, Avanex, Oplink, Fisinar, and MRV Communications. One of these might even become the next Intel of tomorrow.

I just don't know a thing on how to get started in stocks.

 

[Kdogg21]

Im with you to on getting in on stocks FM. I have usually just bought them through my company, but I would like to make a little extra cash investing

That fiber optic cable you are talking about. Comcast I believe is currently or going to use it in the future. I know they have some sort of fiber cable out there to hold everything, because in my house i have cable/internet/digi phone, all on 1 cable. Plus with the edition of the Video-On-Demand and the Digital Video Recorder, they need something to hold all of that information.

 

[Felonious Monk]

Karl, you can do a Google search and find several articles on this.

here's one: http://dc.internet.com/news/article.php/3111011

 

[selkirk]

FM it is an interesting industry, I have read positive and negative articles on the sector.

of all the companies you listed the only one I followed was JDS Uniphase a cdn. company that was one that saw triple digits during the lates 90s technology boom in the market.

would rate the stock a hold/sell, they will not make any money this year, and next year may make about .05 a share. do not care for stocks that have a great deal of shares outstanding (they bought many companies with their stock in the 90s) the stock was overpriced however many of the businesses they bought were overpriced by billions. they wrote many off to zero.

they do have good products however do not like stocks that trade between 75-100 times 2005 earnings.

the reason would rate it a hold (sell on valuation) is that if Nasdaq moves higher JDS probably joins the party, since it is a well known liquid name.

one example of a tech that has a great run is RIM, I know people who love the blackberry, the managment is good, they raised money with their high priced stock during the mania instead of wasting it, and their earnsing/revenue have been good however the stock is at nosebleed levels. If growth falls in the next year look out below.

thanks
selkirk