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Technology Stocks : JDS Uniphase (JDSU)

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To: Hank Stamper who wrote (696)	8/2/1999 10:31:00 AM
From: DownSouth	Read Replies (1) of 24042

David, thanks for your bearish opinion. We need to study those opinions. Students of Gorilla Investing know that Dell is not a Gorilla--never was. It is a King. I shares the market with other Kings. It has no real barriers to entry. It is not a rule maker. Its fall was no surprise who understand the difference between Kings and Gorillas. Same goes for CPQ. The question is, is JDSU poised for true Gorilla-dom or is it just a King. Does it own proprietary technology? Does it make the rules?

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