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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jean M. Gauthier who wrote (11014)11/23/1999 10:38:00 PM
From: Mike Buckley  Read Replies (3) of 54805
 
Jean and all,

If I can be helpful in the evaluation of JDSU, be sure to look for the proprietary, open architecture and the value chain. Of all the stuff I've seen mentioned, those two haven't been. It doesn't mean they aren't there, but without those two criteria it ain't a gorilla.

--Mike Buckley
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