Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (19108)	3/1/2000 3:12:00 AM
From: Uncle Frank	Read Replies (1) of 54805

>> On jdsu--My own conclusion is that it is somewhere between gorilla and king. An Internet Infrastructure Godzilla? I don't expect that we'll ever reach a consensus on jdsu based on theoretical considerations. We'll just have to watch it play out over the next few years and then decide what it is. >> There is a lot more discounting of future earnings going on than when the manual was written. Either that or the forces of liquidity coupled with exuberance/greed have overcome any reasonable standards of valuation, but perhaps only for the moment. Changing our approach based on a relatively short term phenomena could be a fatal error. uf

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