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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (29428)8/4/2000 10:31:41 PM
From: Don Mosher  Read Replies (1) of 54805
 
Bruce, I ran right over and guess what I found on p. 1 of Guide To Building A Next Generation Network in 1999:
"But we also believe that some of today's established component vendors make for incredibly compelling investments. We are especially enthusiastic about the opportunity available to E-Tek, JDS Fitel, SDL, and Uniphase."
Aren't those the four companies, following the SDLI merger, that will comprise JDSUniphase that the pretentious academic blow-hard was calling a Kingilla, and listing out what he believed, har har, were compelling competitive advantages?
Don
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