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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: techreports who wrote (47088)	9/25/2001 5:05:44 AM
From: Bruce Brown	Read Replies (1) of 54805

I don't, but how do you know Apple won't release its OS 10 for Intel based processors for free and really put a dent into Microsoft's earnings. If I could only get Mac OS 9 to stop crashing on my iBook first. I'm not sure how that would be relevant to the JDS Uniphase 'prediction' except maybe some other company will offer products that compete with JDS Uniphase on such a price cutting objective that it blows JDS out of the water in the future. And if so, in terms of gorilla gaming, would you equate the value chain and product adoption life cycle of Microsoft's OS series to the same kind of a game that JDS Uniphase is involved? As of right now, JDSU's break even point is 350 million. They just announced they plan to do 325 million. By the 4th quarter of 2002, I'd think things would have improved. We can think and predict all we want, but until the proof is in the pudding we simply don't know. The market will tell us at some point what JDS Uniphase will do in Q4 of 2002 - long before Q4 even begins. Well, at least several months before. Remember, management at JDS Uniphase announced plenty of things in the past that didn't turn out to be on target. BB

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