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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: kumar who wrote (31920)9/20/2000 12:26:38 PM
From: Eric L  Read Replies (1) of 54805
 
kr,

<< In addition to QCOM I would argue that JDS Uniphase is a new gorilla >>

Glad we convinced Geoff that QCOM is a gorilla. <g>

I sure would like to hear Geoff's supporting case on JDSU, or comments from participants here, for that matter.

Right now I have them as my favorite King, despite the fact that the optical sector appears to be getting some backlash from the uncertainty in the wireless sector.

- Eric -
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