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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Netstockfiend who wrote (33045)10/12/2000 12:08:09 AM
From: tekboy  Read Replies (1) of 54805
 
if Geoffrey Moore has, on many occasions, referred to JDSU as a gorilla-in-the-making, then who are YOU or I (for that matter) to say "poppycock."

well, we're (or "they're") the people who said Qualcomm was a gorilla when Moore said it wasn't--and who were proved right in the end, most think, when he changed his mind. This thread was right then, and it's probably right now too, given that its bench has only grown stronger and deeper over time while its intellectual standards have stayed at least as rigorous.

for documentation on the QCOM claim, see here:

Message 13950262

for some previous discussion of the GLW issue, see the responses to this:

Message 13497721

But bottom line, since many are here are high on fiber as a sector, we'd love to see a thorough Hunt Report on Corning documenting your assertion...

tekboy/Ares@wemaybewrongbutwemayberight.com
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