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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (27578)	7/14/2000 9:39:33 PM
From: Rick	Read Replies (1) of 54805

PS Check this out--JDSU now the fourth largest company in the Naz 100. Even a newbie like me can remember screaming about it last fall to all and sundry and having them blankly go, "Huh?" There is an interesting short article on JDSU in the latest copy of the Economist. I'll try to copy a couple of paragraphs of it onto the thread this weekend. The main point was that there is a glut of manufacturing capacity in the fiber optic field. And that while there may be an explosion in demand over the next few years, the Economist didn't see a way around the last mile problem [unless it is some type of wireless (!)] - Fred

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