Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Sam Johnson who wrote (15592)	1/19/2000 12:23:00 PM
From: mtnlady	Read Replies (2) of 54805

I will have to go back and find that. How long ago was this discussion? Lol! Only a few thousand messages ago I presume :-)I will have to read that... I can't see why a strong king can't morph into a gorilla. Should be an interesting read. When I see JDSU I just can't help but think about Cisco. I was doing a lot of consulting with Cisco when they were starting to bust out years ago. Critical and very hot market, excellent products, killer management. What products they didn't have they went out and bought to build their product line. Which raises a very good question. How/why did Cisco become a Gorilla? Was their proprietary routing standards accepted over night or where they accepted because Cisco took out the competition and became the standard? And of course the other side of the coin is does JDSU's products have anything proprietary about them or are they merely a 'cookie cutter' commodity and SDLI/ETEK makes their products exactly the same? Q: Has CREE been 'accepted' by this board as a gorilla yet? I saw discussion about them but never saw any 'conclusions'. They look very interesting to me and so far my research has shown up lots and lots of positives.

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