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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Thomas Tam who wrote (12095)	12/5/1999 4:01:00 PM
From: gdichaz	of 54805

Thomas: One of the advantages of paying attention to Gilder is just what you cite re Uniphase as the "Intel of the Telecosm". At that time (in the spring of 98) I was looking for stocks in fiberglass equipment supply so that I could have a company to go with in a major way as I was with Qualcomm. This is when I set up my Telecom GG game on Mike's thread. (BTW wish I had had the vision to include UNPH in my game rather than TLAB, but UNPH was too small, had a limited track record, shaky earnings, not much revenue and relatively untested - it was then what some here call a shiny pebble.) Did spot and think about Gilder's analysis and insight. The result was to buy UNPH. After due diligence, Mike. (My kind, not yours. ) A good choice then and it has worked out well. Still think that JDSU is a king. But a king similar to Intel. I think Gilder was on to something then, and still is. Cha2

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