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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (9280)10/31/1999 2:36:00 PM
From: gdichaz  Read Replies (3) of 54805
 
Mike: How about this? You politely declined my requests several times to do your famous due diligence on JDSU because of time constraints and very limited interest in going to the fiberoptics technology field for a new investment.

However, the question continues to be discussed widely as to whether JDSU is merely a king or if it has gorilla potential. If you would be willing to look at that narrow question (chuckle), many of us would be very very pleased to have your expert opinion.

The question turns primarily on whether the narrow specialization in component fiber optic component supply has such practical barriers to entry for a new player that the field is limited to those involved currently. And among them JSDU is the giant. And JDSU is the only company among them that can produce "modules" which combine active and passive components.

There is no claim that I know of that JDSU has any lock on patents or IPRs.

Therefore it has been my view that despite JDSU's great strengths and very strong leadership in the fiber optics equipment component field, JDSU is a king - not a gorilla candidate.

But I do not have anything like the depth of knowledge of the Gorilla Game or the analytical skills you do and demonstrate here time after time.

So, how about taking a look - on this question only - not a full DD?

Respect, and best as always.

Cha2
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