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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mtnlady who wrote (33807)10/26/2000 10:16:12 AM
From: John Stichnoth  Read Replies (1) of 54805
 
Thanks. To argue, lightly: Since fiber is just in the beginning of its tornado, isn't it too early to anoint a Gorilla? Isn't there some question, still, whether we will have a Gorilla at all? This could turn into a Royalty game. In which case, shouldn't we be taking a more basket approach?

All of which, I suppose is to argue that GLW, especially with its Pirelli acquisition (and related IPR), is at the center of all this. What is it about GLW's products and development efforts that excludes them from your mix?

(I understand your AVNX and CSCO exclusion. And, sad that we aren't even thinking about LU as a player going forward).
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