Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mr.Fun who wrote (3227)	6/28/1999 9:09:00 AM
From: gdichaz	Read Replies (1) of 54805

To Mr Fun: Much appreciate your reply which very much clarifies your views as far as I am concerned. To echo Uncle Frank, hope you will drop back here when you can. Speaking for myself, I know I can gain from your insights and this is a highly dynamic situation - almost like a horserace. Having followed Frank Collucio's posts on the Last Mile and other SI threads, I second your recommendation as one who is still trying to learn but way way behind people with deep knowledge like yourself. I have found his posts to be comprehensive and detailed yet enlightening. Delighted he is posting here. Your views on the Q which is the new gorilla in the eyes of many here are particularly appreciated. Would welcome any comments on JDS/Uniphase which emerges as a new combined company today . For example, do you see LU likely to continue as a customer into the future, or develop its own competing products, or perhaps even both? Not a gorilla but perhaps a king or prince in the terminology here. And if you could give us your broad view of fiberoptics that would help. Again thanks. Cha2

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