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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (4450)	7/31/1999 4:23:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Uncle Frank: JDSU is a fine investment but not a gorilla and probably will not qualify under the GG rules for a long time, if ever. No lock or control. JDSU does fit the criteria for a king though IMO because of its major lead in fiber component supply and other royalty characteristics. Would welcome other views on that of course. With the JDS Fitel merger with Uniphase it is now the leader in both active and passive components supplied to companies such as LU and NT for the fiber systems. It is well ahead of the second company in fiber optic component supply SDLI. Memory is that it has at least twice the sales that SDLI has so fits that criteria for a king. Growth is very impressive. Management has received excellent reviews. Considered to be in right place at right time in fiber area. Would be very pleased to hear Mike's evaluation, but he explained earlier that research on JDSU was not among his priorities. Perhaps that has changed, but I doubt it. For anyone interested, here is a link to my One Gorilla, One King, One Significant Other game. Data may be useful. JDSU is the King I picked. techstocks.com Cha2

To: Uncle Frank who wrote (4450)	7/31/1999 4:41:00 PM
From: gdichaz	Respond to of 54805

Addendum: Some info from the SI JDSU thread on current sequential growth: Talk : Communications : JDS Uniphase (JDSU - Nasdaq, JDU - TSE) To: jmanvegas (637 ) From: Bulldozer Monday, Jul 26 1999 5:46PM ET Reply # of 690 Call is very positive - no surprise there. Telecom/datacom biz grew 27% sequentially at JDS and 20% at Uniphase. That is just phenomenal and beyond any established company I know of. Demand is so strong across all products that capacity is again an issue. They will be spending beaucoup dollars from operating cash flows to build/buy additional capacity and technologies. Public guidance is for 15% sequential growth and 60% into CY2000. Internally, I'm sure the numbers are higher. Actually, there was not an overwhelming number of good questions - the story is pretty easy to understand at this point. BD