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 (7179)	9/28/1999 10:24:00 PM
From: uel_Dave	Read Replies (1) of 54805

Hi Franq, wrt to Q splitting soon, so will JDSU in Dec 2:1 Former JDS stock holders are up almost 1000% from last year. Please remind me of the classification of JDSU. Was it a King and why is it still on the G&K watchlist ? Is this mostly market cap? I believe JDSU is over $20 Billion now. On the networking front. Nortel Networks recent split its stock and has almost doubled this year ; less than 1% of stocks on NYSE have done this. I did a quick chart from the old SI and it shows NT up 92% from Dec. 31/98 versus CSCO at 47% and LU at 21%. Nortel is now accelerating on all cylinders ( I receive up to 10 e-mails a day on all the new changes ); there were five news releases today: three on Fiber / High Cap transport / SONET, one on wireless and one on Internet Network and there were three press releases yesterday. nortelnetworks.com The battle of the total solution network companies is now on and investors are buying NT. Although it may appear to be a Prince, Nortel Networks is leading the way and has more patents than CISCO and continues to increase spending on R&D and increase margins and market share because of the Time to Market programs. Time will tell re: War of the Networking companies. Cheers. David PS: It is interesting in Ottawa, Cisco opened a new office across from Nortel and Lucent did the same a few months ago, therefore the war on the talent continues and not all tech workers need to go to California in they can stay if Silicon Valley North.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next