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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: C E D who wrote (11007)11/23/1999 9:25:00 PM
From: Apollo  Read Replies (2) of 54805
 
Hey, I hate to redirect us back to ON TOPIC......but at the risk of doing something useful, may I point out an outstanding slide show and discussion by the CEO of JDSU to Merrill Lynch. He mentions High Barriers to Entry, High Switching costs, and such, as though he read the GG and knows how to sling the verbiage around a group of analysts. Could this be why JDSU is up in a down market?

Apollo
(swiped from the JDSU thread)

The link for the JDS Uniphase / Merrill Lynch slide show is:
mlresearchmedia.com

You need to enter the conference code "jdsuniphase" once you have signed on.
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