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Technology Stocks : JDS Uniphase (JDSU)
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To: Tom_ who wrote (3553)12/31/1999 9:54:00 AM
From: DownSouth  Read Replies (1) of 24042
 
I will not attempt to justify my opinion about JDSU. I think others on this thread have done so already.

I will tell you my opinion though. JDSU is "a King", in Gorilla Gaming terms. It dominates its market. No real competitors appear to be able to knock it from its throne of dominance. Its market is expanding with Tornado qualities.

The one thing that JDSU lacks is a clearly ownership of enabling technology to prevent others who have the technical/manufacturing ability to cross the barriers to entry. That fact prevents me from calling JDSU a Gorilla. If she were a Gorilla, then nothing would cause me to sell her, except to invest in a faster growing Gorilla.

It will continue to grow in revenue, profit, market dominance, and its stock price will follow suit.

I am not concerned about short term changes in its price. I will hold this stock until a worthy competitor appears to really threaten JDSU. That is the only thing that would cause me to shed an JDSU stock for the next 3-5 years.
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