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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: BirdDog who wrote (38136)	1/18/2001 11:33:05 PM
From: Judith Williams	Read Replies (2) of 54805

BirdDog: Given the barriers to entry and the substantial market share already held by participants in the optical-component space, I would doubt that institutions are shifting allocations (buying to unload? hyping to unload?) due to an isolated IPO, or even several. I think the uptake may be due more to the results coming out of NG network companies like Juniper and ONI and to comments by JDSU, NT, and Alcatel about the slowdown in cap ex being felt differently in various parts of the optic space. Moreover, RHK, which is followed closely by analysts, again revised its projections upwards for the DWDM side of the space. Also, recent news on the negotiations between NT and JDSU for the Zurich Raman switch factory have cleared up a missing element in the JDSU/SDLI merger. It also deals a blow to GLW. Corning went after SDLI for its active components. Piri isn't doing much heavy lifting for GLW, and it is now out of the bidding, apparently, for the Raman factory. Actives are necessary not only for sub-assemblies, which is a dominant trend, but they are more profitable. --Judith

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