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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (20381)3/17/2000 1:02:00 AM
From: LBstocks  Read Replies (1) of 54805
 
Thanks for the informative post on JDSU. I know that this has been kicked around here before, but I think many on this thread overlook the extremely large barriers to entry when analyzing JDSU's status. I feel that this makes JDSU quite unique and very difficult to categorize for purposes of the gorilla game. Because of various factors, including the stress placed on JDSU's products (e.g. submarine environment), Belcor certification is required for most of JDSU's products. In many cases, this means years (as many as five years) of rigorous testing. Building the products is one thing (which is also extremely difficult particularly considering that JDSU employs much of the available talent), but getting the product certified is a whole different game.
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