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: Tom Ardnij who wrote (11657)12/1/1999 2:16:00 PM
From: mauser96  Read Replies (1) of 54805
 
Tom, I don't want to excessively prolong discussion on a subject that can't be proved at this point, but Intel probably represents a known gorilla whose situation was closest to JDSU. I bought one of the first IBM PC's available in my area (cost about $5000, no hard drive, minimal functionality) and also was a very early INTC investor. Intel had many competitors, but when IBM backed them it propelled the PC revolution. At the time, PC's were mostly considered toys, but the IBM backing made individuals feel there really was something happening, and corporate buyers felt safe to buy (you didn't get fired buying IBM). This was a huge factor in accelerating adoption and insuring that a gorilla game was in process. Without IBM ( and without competitors goofs) it's possible that a gorilla game might never have developed. As AMD and others have shown, INTC technology can be cloned. So can most technologies, including probably most of JDSU. What JDSU lacks is a brand and something like the "IBM association" to give them a lock. Real gorillas are very rare. I would be happy if JDSU can just be a super power King. This should be enough to profit on, and only means we have to watch it a bit closer.
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