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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (20480)3/17/2000 4:46:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
John,

...since JDSU's opportunity is so much greater [than Gemstar's.]

Ahem :)

Show me the dollar value of each company's market ten and fifteen years from now. Until one of us has done that, I don't have an informed opinion about the comment you made. I do, however, suspect that you might be underestimating Gemstar's opportunity especially with regard to issues such as profit margin, return on invested capital, and total retained earnings.

--Mike Buckley
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