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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (20381)3/17/2000 12:44:00 AM
From: mtnlady  Read Replies (1) of 54805
 
"They have patents for manufacturing processes, but the products fulfill open, non-proprietary standards. Anyone can build them and not pay JDSU royalties."

I don't want to argue here but this just doesn't sound right to me. I doubt JDSU only patents "manufacturing processes" and "anyone can build them and not pay JDSU royalties." My brother is a EE engineer and holds several patents (I hold a patent myself) and his companies hundreds of patents. Rarely do they patent a manufacturing process. They patent their 'creation'/design etc. While it's true mfg. processes are patented (e.g. CREE patented processes for SiC mfg.) most patents are for some new and exciting 'widget' they have developed.

My original statement still holds however. I do not (yet) consider JDSU a gorilla until we see clear signs that they have patented a discontinuous invention that the industry then builds a value chain around. I.E. My take is that they are designing and building (and patenting)devices that meet a customer's spec and not creating something altogether 'new'.

Do I believe they (jdsu) can make this 'leap'? Sure. I am of the camp that in certain conditions kings can morph into gorillas. JDSU sure spends the R&D monies to make such a leap.
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