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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: avanti77 who wrote (9904)11/7/1999 9:47:00 PM
From: Apollo  Read Replies (2) of 54805
 
Welcome San Diego:

Judging by your highly entertaining profile, you drink coffee and talk alot. <vbg>

Well, this is usually a terrific thread, and I look forward to hearing plenty from you, especially after you have digested the gorilla-ese from TFM. When you have, please elaborate even more on JDSU. Help me feel even more terrible that I still have no JDSU, paralyzed by its valuation, and not fully clear why some think it a gorilla. So far, the best I can fathom, is that JDSU does not have Intellectual Property Rights or a lock on some enabling hardware, but that it has a dominant hold on all the smarty laser engineers/brainpower personnel in the niche.

I should probably own it on the basis of its King position in a hot industry. Your thoughts on JDSU?

stan
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