Addendum to the One, One, One post:
Mike, your recent posts on the Q here are among the best of yours I have seen over many years. Know I overdo the kudos sometimes, but these were very very very helpful in dealing directly with the Q's supposed weak spots, and your approach on avoiding group think thoughtful. Enough of that.
Re the Q and JDS Uniphase.
Thinking about it, I want to try to make it clear that the game I have put together is just that - a game.
As one who has followed the Q carefully for a long time I have no hesitation in my choice of the Q as the gorilla for my game.
To a somewhat lesser extent, I am comfortable in choosing JDSU as a king. But a king is much more fragile IMO than a gorilla. And it is important to recognize that JDSU has a competitor of considerable growth prospects in its own right SDLI. Since the metrics of JDSU make JDSU dominant in fiberoptics component equipment supply with more than a 2 to 1 market compared to SDLI, I do consider JDSU a full king. But in fairness, suggest that anyone interested in the field of fiberoptics look beyond JDSU. And the first candidate to consider due diligence on IMO is its nearest competitor SDLI. And going out a bit further afield to fiberoptics systems a look at HLIT could be worthwhile. Neither SDLI nor HLIT are kings, much less are they gorillas, but they are worth a look nevertheless in the context of considering JDSU - for example HLIT uses JDSU's widgets.
Finally, SFE was added to the game on a whim, since I couldn't stand not having the game have a small piece of the internut action and SFE seemed like a way to participate "conservatively" - how is that for an oxymoron? :-). As I said, Teflon knows the internuts, I am just beginning my learning process.
And the weights are Q 1/2, JDSU 1/3 and SFE 1/6.
Cha2 |
