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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (31413)	9/11/2000 12:39:05 AM
From: mariner	Read Replies (3) of 54805

Thread Someone was speculating earlier about whether or not the optical revolution would be a lasting investment trend and how this might preclude holding JDSU. The attached link has a reasonably well written article which while not containing any revolutionary thinking, does present a balanced discussion of the issue. canadianbusiness.com FWIW: Seems to me that JDSU represents a pretty attractive way to play the optical demand. It may not be a gorilla, but it is certainly a dominant supplier (with customers like CSCO/NT/LU etc) into what is possibly an explosive market over a prolonged period of time.

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