Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (19105)	3/1/2000 8:20:00 AM
From: DownSouth	Read Replies (1) of 54805

the majority of the gang feel it is a King, not a Gorilla, and if that is correct, it may well be fully valued. UF, The fact that JDSU is a KING or a Gorilla in no way influences its relative valuation. The difference between King and Gorilla is how long the company can continue to command high margins and explosive revenue growth. A King may lose its advantage to a competitor. A Gorilla is threatened by discontinuous innovation.

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