Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Don Mosher who wrote (29434)	8/5/2000 1:13:04 AM
From: Bruce Brown	Read Replies (6) of 54805

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? Yes, Don. Those are the 4 companies that make up the source of our 'debate' on what exactly JDS Uniphase happens to be. I remember a couple of years ago debating with a fellow Fool about a broadband investment best positioned for the future. I was interested in Uniphase and he was interested in @Home. We discussed what we thought the future of fiber vs. cable would be and I chose to go with Uniphase while he claimed @Home would provide the single best source of upside over the years as an investment. In fact, he was quite adamant about that. It remains a long standing joke between us. Correct me if I'm wrong, but I believe the premise of your argument was that JDS Uniphase could morph into a 'gorilla' through either development of a technology or through possible acquisition of a company that had a technology which met the requirements to play out in a gorilla game. I believe my argument was that this had not taken place before in the high technology market that I was aware of at the time which led me to believe the odds of it being carried out were slim to none. In spite of all that, you can rest assured that I'm not at all bothered by the fact that my shares of Uniphase have grown to be one of my largest holdings. Nor am I upset that Intel has grown to be my family's largest holding over the years. Both companies are executing with fundamental metrics that are really quite rare when you run a few thousand stocks through the criteria you've been learning in the seminar. Rather than spend the time debating what they are or are not - as long as the metrics remain as healthy as they are - I see more value in uncovering more youthful companies that are emerging in a gorilla or royalty game. That way, money is diversified within various 'age' groups of the most dominant technology companies in the various segments. BB

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