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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (1257)4/11/1999 2:37:00 PM
From: gdichaz  Read Replies (1) of 54805
 
Actually Uniphase is a company which has been building over the past couple of years at a rapid rate by swallowing several parts which are almost a whole. With the JDS Fitel merger the company will be a whole. The earnings are meaningless - a mixture of odd bits and pieces, charges for acquisitions, etc. etc. Sort of thing that Mike Buckley might penetrate with his skills but doubt many others could. As you know, I start with the technology and then pick the companies. For Fiber optics components the best have been Uniphase and JDS Fitel. Now they are merging. There are two other companies - both small - left in that field - fiber optic widget supply. So no question IMO the combined company will be dominant - a King. Chaz too PS Perhaps someone who enjoys accounting can help. I have little patience for such detail - as Mike reminds me from time to time. :-)
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