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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: SecularBull who wrote (16324)1/25/2000 12:57:00 PM
From: LindyBill  Read Replies (1) of 54805
 
Hey, Fiber, I own Q, and will soon buy some JDSU. Q is a gorilla, JDSU is a very strong King. It is impossible to say which will do better for the investor over the next 5 years at this time.

What South and I can say, is that JDSU can come under pricing pressure at some time in the future, and Q cannot. This is the difference between Gorillas and Kings. JDSU has a very good lock on their business, Q has an absolute lock on CDMA.
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