Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: ggamer who wrote (20352)	3/17/2000 12:47:00 PM
From: Apollo	Read Replies (3) of 54805

JDSU... Ggamer: JDSU is my 2nd largest holding. I was slow to understand the position and dominance of this company, what it does, and its strengths......but once I was satisfied, I jumped in by exchanging my LU for JDSU, and adding separately as well. If this company has been crowned a king (gorilla?) than why are the founding fathers of this thread paying more attention and investing in smaller potential gorillas of tomorrow like CREE, ELON, GMST, SEBL, and CITX. SEBL is a gorilla. CITX and GMST are gorilla candidates that have crossed the chasm and are thru the bowling alley, with winds swirling. CREE and ELON are crossing the chasm; or are into the bowling alley, but are not as far along in the Technology Adoption Life Cycle as gorilla candidates GMST and CITX. Investment in the younger gorilla candidates is based in part on "thrill-seeking", IMHO; and also based on the natural and reasonable desire to get in early on the far left of the ascendent bell curve. Would love to hear the justification for why Moore has indicated JDSU is a gorilla, not a king. Can you provide that? Apollo

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