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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (20456)3/17/2000 4:07:00 PM
From: Bruce Brown  Read Replies (1) of 54805
 
RE: JDSU and Moore's words

I've provided the links as well as the original words from Geoff Moore about his JDSU comments as well as his follow up comments on the GG listserv digest previously on the G&K thread. Some will recall that discussion.

I don't have the info handy at the moment, but Geoff Moore feels like most of us do on this board - JDS Uniphase is a King. He had been quoted making comments something to the likes of "up and coming possible gorillas Qualcomm and JDS Uniphase" and he didn't even remember what he had said. When asked about it on the GG listserv, he didn't recall making the exact comments and said from his understanding, as well as other gorilla game investors - JDS Uniphase was a King.

The exact words are on this thread somewhere if you dig back some time to the fall of 1999 under my posts. I don't have time to search for them at the moment.

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