SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Apollo who wrote (10178)11/13/1999 8:07:00 AM
From: DlphcOracl  Read Replies (2) of 54805
 
Stan: Jim Jubak is a horse's ass. He reminds me a bit of Alan Abelson, the moron who writes for Barron's. Abelson is the perpetual bear who has been crying that " the stock market sky is falling" for the last five years. His columns are well-written, entertaining, and totally (and consistently) wrong. Jim Jubak is a great example of someone who is too smart for his own good -- he overanalyzes everyhing to the most minute detail and misses the big picture. His ability to buy and sell his stock picks at precisely the wrong time is uncanny and, for me, he is a good contrarian indicator. This is the guy that said AOL would fall to 50 when it first dipped below 100 because of the free-ISP movement in Europe. To specifically address his points regarding JDSU and SDLI:

SDLI is rapidly becoming relegated to a niche player, which will greatly limit its upside potential. JDSU's aggressive strategy will make it the Intel of the optical telecom space. More important, in acquiring all these companies, JDSU is swallowing up the very small pool of physicists and electrical engineers with laser/optical expertise. THIS is what makes JDSU such a compelling buy -- the enormously high barrier to entry has less to do with money than the lack of available talent in the field. In short, stick with your instincts and buy the leader. Both will be profitable, but JDSU will be more so.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News