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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (12047)12/6/1999 9:09:00 AM
From: DownSouth  Read Replies (1) of 54805
 
Stan, on the JDSU thread last week there was a good discussion about JDSU as King or Gorilla. The most convincing argument that I heard was that JDSU's only real barriers to entry are its mfg capacity. Thus it is a King in a very violent tornado.

Its status could be jeopardized when the backbone buildout slows down. Its status could continue when metropolitan network buildout takes off. Thus "the wall" is any slowdown in backbone buildout.
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