Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (11022)	11/24/1999 12:02:00 AM
From: voop	Read Replies (1) of 54805

Mike I gotta do a better job of checking my typos--blame it on the hour. I do understand why the value chain strength is not validated without competition; nonetheless without competition of similar ilk (ETEK and SDLI make components without end to end solution or integrated modules) the value chain has to be strong, at least for now, as it depends on the JDSU technology. If one has to decide if its a gorilla or a king by the continuity of the disruption, it may be too late, particularly if it is a king...I guess we should decide beforehand. Unlike you, I am sure of the insignificance of my post, but i enjoy discussing it with you anyway. Happy Thanksgiving. We have never had a year like this to give thanks. Voop

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