Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (1254)	4/11/1999 7:30:00 AM
From: gdichaz	of 54805

The One Gorilla and One King game is also One wireless company and one fiber optics company Areas of rapid growth in leading edge technologies Diversity in a small package. :-) Qualcomm leaps to the eye as the most up and coming young Gorilla. Uniphase is perhaps less familiar here but as a brief reminder, George Gilder introduced Uniphase in his newsletter as the Intel of the Telecosm. Uniphase will be even more dominant in its field - supplying the key elements for fiber optics - when its merger with JDS Fitel takes place soon. This will then be a powerhouse of active and passive elements for fiber optic rapid data transmission. As of now, Uniphase provides the active elements and JDS Fitel the passive. Comments? Chaz too

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