Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (31949)	9/20/2000 11:07:48 PM
From: DownSouth	Read Replies (4) of 54805

No, Eric. A King cannot become a Gorilla, except in a different market or with a different product. No one has ever posted a convincing case for JDSU being a Gorilla. The only half-way convincing point I have heard is that JDSU has a lock on the engineering talent. But that isn't convincing, cause those folks can leave anytime they want. I would love to be convinced that JDSU is a Gorilla. C'mon someone. Convince me!!! Its my 3rd largest holding, behind NTAP and....(tada!) QCOM.

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