Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Uncle Frank who wrote (4450)	7/31/1999 4:23:00 PM
From: gdichaz	Read Replies (1) of 54805

Uncle Frank: JDSU is a fine investment but not a gorilla and probably will not qualify under the GG rules for a long time, if ever. No lock or control. JDSU does fit the criteria for a king though IMO because of its major lead in fiber component supply and other royalty characteristics. Would welcome other views on that of course. With the JDS Fitel merger with Uniphase it is now the leader in both active and passive components supplied to companies such as LU and NT for the fiber systems. It is well ahead of the second company in fiber optic component supply SDLI. Memory is that it has at least twice the sales that SDLI has so fits that criteria for a king. Growth is very impressive. Management has received excellent reviews. Considered to be in right place at right time in fiber area. Would be very pleased to hear Mike's evaluation, but he explained earlier that research on JDSU was not among his priorities. Perhaps that has changed, but I doubt it. For anyone interested, here is a link to my One Gorilla, One King, One Significant Other game. Data may be useful. JDSU is the King I picked. techstocks.com Cha2

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next