Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DownSouth who wrote (31958)	9/21/2000 12:05:04 AM
From: willkm3	Read Replies (2) of 54805

Could it be that you've never been convinced JDSU is a primate because no one here has gained enough in-depth knowledge into what JDSU does to make the argument stand? Can anyone explain the wares of JDSU the way you give insight into NTAP? If so, I have not seen it. Gilder makes JDSU sound unstoppable, but I don't understand the physics he tries to explain. Does he? I've seen post after post on JDSU, but much of it is cut and paste from some other source. If this board, the premiere board of the entire web, can't get to the bottom of JDSU's IPR, BTE, DI, etc. just think how hard it must be to enter that space as a competitor. I wish I knew them better... Keith Dislc: JDSU is my largest holding.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next