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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jill who wrote (4630)8/5/1999 7:41:00 AM
From: FLSTF97  Read Replies (1) of 54805
 
Perhaps I can help interpret on the JDSU post. He basically states that JDSU has the experience and expertise to deal with the more exotic materials used (needed actually) to produce the electro-optic widgets. Other firms have similar expertise (IBM, Lucent, Vitesse), but this level of expertise is not as widespread as for typical chips employing silicon. My evaluation is that having this experience coupled with the design/marketing capabilities to produce the products demanded by the customers is indeed an advantage. In this industry time to market is key. It drives the market share assuming the marketing effort is not pathetic. Knowing how to handle the materials helps in this aspect.

I too, am considering a play in this arena, but am cautious about the valuation. Not so much as for the long term value, but rather my sense of the upcoming market psychology. FWIW I think LU is a good play here too. The downside (or is it upside) is that LU is not a "pure" play and I still have my doubts about their nimbleness.
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