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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (8931)10/26/1999 5:23:00 PM
From: tekboy  Read Replies (1) of 54805
 
"I hold it lightly, but I hold it proudly!"

my feelings exactly. And by the way, far from being upset at Franq's skepticism, I welcome it, because a) we all fall in love with our investments (especially our winners) even though we're not supposed to, and b) it can be the source of good questions.

My basic reasoning on JDSU is as follows: they are a well-run company that has a dominant position in a market (optoelectronic components) that should continue exploding upwards for the next several years, since it is crucial for providing greater bandwidth (a trend we all know is unstoppable). Now, I personally don't have the technical knowledge to understand everything JDSU does. But--like the discussions of QCOM and CDMA--everything I read by people who do seem to know what they're talking about seems not just positive, but extremely so. My JDSU position is not as large as my QCOM position, nor even (now) my GMST position, because I believe those young gorillas are just as promising and even safer investments. But I see no reason to avoid a robust young King like JDSU, and have been quite pleasantly surprised by its fantastic run over the last few months...

tekboy@plusthatKalkhovenguyisanentertainingnut.com
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