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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who started this subject1/6/2001 2:56:37 PM
From: John Lacelle  Read Replies (4) of 54805
 
Gorilla fans, JSDU and SDLI?

I have yet to read "the book" so I look to
you for advice. I hear a lot about SDLI
and JDSU being perhaps the kingpins of the
broadband wave that will come over the next
few years. Any opinions? How will CSCO and
LU take them on? What will make the next
Gorilla?

-John
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