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Technology Stocks : JDS Uniphase (JDSU)

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To: DownSouth who wrote (3599)	1/3/2000 3:25:00 AM
From: Caxton Rhodes	Read Replies (2) of 24042

From the Gorilla Game email list: Gang, Regarding the following: Geoff (or anyone else knowledgeable about the issue) I've read over on the SI GG board that you supposedly wrote or said sometime this past year to the effect that you did not think QCOM was a gorilla (or couldn't become one) and JDSU was (or is about to become one). Would you clarify please.? Did you ever say/write anything resembling these thoughts? Where could I read your exact words if written. David I don't know what I said exactly (one of the dangers of me ever saying anything) but in any event, I am persuaded by the arguments on the list and by the behavior of the stock market that Qualcomm is indeed a gorilla. JDSU I do not know as much about, but I believe the wisdom of the list is that it is a king, not a gorilla. Cheers, Geoff Geoffrey Moore Chairman, The Chasm Group (650) 312-1946 Venture Partner, Mohr Davidow Ventures (650) 854-7236

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