Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (927)	4/1/1999 11:06:00 PM
From: mariner	of 54805

Lindy A few weeks ago someone suggested UNPH. It continues to rocket. I've owned its soon to be partner JDS Fitel for sometime now and have no regrets. Suggest you check this out as part of your potential gorilla diversification scheme. JDS/UNPH has an excellent chance of dominating the optical component market. One stop active and passive catalogue of products. Biggest of the main component suppliers (SDLI and Etek) being the others. Tornado market growth. Relatively high barriers to entry mainly due to the intellectual capital required to continue to innovate in this market segment. There is now a combined JDS/UNPH thread in recognition of the merger coming to fruition soon (June I think). Recommend you have a look there as part of your quest. mariner

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