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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: JRH who wrote (578)2/28/1999 7:26:00 PM
From: Chadick  Read Replies (2) of 54805
 
I am reading Monday's IBD(3-1-99). Hmmmm!!!!!! Joseph Nacchio,CEO and president of Qwest Communications states,"when you look at what it takes to transmit images, you're looking at demand increasing 1,000-fold,not in single digits per year."

On the New America page a story relates the upcoming merger between Canada's JDS Fital and Uniphase Corp of San Jose. "The bottom line is that they're creating a baby gorilla in a non-cyclical, high growth space." (Fiber-Optics)

I nominate Uniphase(UNPH) as a candidate to study and include in "Gorilla and King Watch & Wait", portfolio.

Fred
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