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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (12349)12/8/1999 8:50:00 AM
From: DownSouth  Read Replies (2) of 54805
 
While you guys are having a simply wonderful conversation in the dead of the night, William, here has discovered the heritage of JDSU and damn if it doesn't look like a gorilla:

OK, I knew that you guys would catch up to me one of these days and put me to work. Here's 19 from Uniphase and another 20 from JDS Fitel. I glanced at each of the first 25 to verify that they are for JDSU and relate to JDSU products
at least in a general way. I am not trained in this area, just invest in it, so I can not say anything about what it all means. My point is that they do have a mess of patents, and anyone trying to eat their lunch will have to be cautious and very inventive.

William goes on to list 39 patents.

127.0.0.1:3456/SI/~wsapi/investor/reply-12219135

I don't know how to do research on the usefulness of these patents or their strength as barriers to entry into the photonics component market, but I am willing to assume that these babies form a substantial barrier to entry and that JDSU will continue to pile new patents on this wall.

See my post yesterday for a recap of First Call's 12/6 analysis of JDSU:

127.0.0.1:3456/SI/~wsapi/investor/reply-12208357

In a nutshell, the consensus of the analysts is for a 90-100% growth of this company over the next two fiscal years with a 44%+ estimate for the next 5 years.

We have discussed the fact that JDSU dominates its market and declared it King. Now I am willing to nominate JDSU as a Gorilla. It did not change its chromosomes, we just didn't have all the facts.
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