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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: saukriver who wrote (31313)9/9/2000 11:53:43 AM
From: LindyBill  Read Replies (1) of 54805
 
question JDSU as a long-term hold.

Your view of JDSU is interesting. I consider it my best shot at major gains the next two years. I don't quarrel with your position of where it would be when Tecbaby is 18, but, as a major King in supplying components to the fiber/optical business, I expect very good news for the next several years.

It is up 43% this year, and, when it digests SDLI, which I expect to go though, a couple more doubles are in the works, IMO.

SDLI is selling at a 17% discount to the merger ratio right now, and I have 20% of my portfolio in it. SDLI is doing so well on its own that I am not afraid of the downside risk if the merger falls though.

The way technology is moving, I would be surprised if Tecbaby's Portfolio had any of the stocks Tecboy listed in it 18 years from now. Not with Tecboy managing it!
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