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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (20485)3/17/2000 5:05:00 PM
From: John Stichnoth  Read Replies (1) of 54805
 
Ahem to you, too. :o)

I'm referring to the size of the market they are addressing, not necessarily what they will take out of it. Opportunity does not equate to discounted future earnings. I am certainly not trying, in my response, to point to either company as the better investment. (In fact, I was trying to be absolutely neutral).

The point is that each of has to arrive at our own estimate of "the value of each company's market ten and fifteen years from now".

btw, I am longer Gem* than JDSU.

Best,
John
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