Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (11061)	11/24/1999 11:37:00 AM
From: LBstocks	Read Replies (1) of 54805

"You can bet your boots that every tech company in the world that could compete with them is looking at their sales and markup and ramping up competitive products to them." If you haven't done so already, you should listen to and view the Merrill conference call. A company can't just "ramp up competitive products." You are overlooking the "huge barrier to entry" that JDSU enjoys. For instance, because of the conditions in which many of their products are used (e.g. submarine), the products have to go through MANY YEARS of testing in order to be certified. Also, JDSU employs 700 PhDs in the optical field. Very few, if any (certainly not one outside the optical field as you suggest) can match that kind of expertise. Someone on the JDSU thread commented that the top school, Stanford, turns out only a couple of PhD candidates every year. The point is that a company can't just go out and hire 700 qualified scientists in order to compete with JDSU. JDSU may not be a gorilla in your view, but it is no DELL either. I could assemble a computer in my garage, but I certainly couldn't design and manufacture fiber optics components.

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