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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (9295)	10/31/1999 4:18:00 PM
From: JohnG	Read Replies (2) of 54805

Chaz2. Unfair question to Mike. It seems almost impossible to determine what IP JDSU has and how much of the standard they own. Just listened to their conf call trying to answer similar questions. What they did say is that in many categories they sell 3x to 4x the amount of their nearest competitors. Also, they have the most complete line of components by far in the industry and are leveraging on that to build modules that meet customer needs and save design/mfg time. It is, in my opinion, possible to own the industry by entering a 2x to 3x per year ramp up tornado with such a combo and continuing to buy all promising start up companies. This is brute force mastery of a complex many component product line. JohnG

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