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

To: Eric L who wrote (4481)8/1/1999 10:55:00 AM
From: gdichaz  Read Replies (2) | Respond to of 54805
 
Eric L. Since you have quoted my skepticism that JDSU is a gorilla, please note that I picked JDSU as my one king in my GG game for this thread. In that game, the Q has 1/2 weight and JDSU 1/3 weight. That indicates the high confidence I have in JDSU's potential strong growth and staying power over the long run.

JDSU won out in my analysis over other possible kings in the areas I watch closely - wireless and fiberoptics. (Tho I will admit that having a wireless gorilla and fiber optics king had appeal as a way to participate in both explosive growth areas). Cha2



To: Eric L who wrote (4481)8/1/1999 12:30:00 PM
From: JohnG  Read Replies (1) | Respond to of 54805
 
Eric--Ref JDSU research. Have you found a good source that catalogues and/or evaluates their IPR as it relates to other companies in the industry?
JohnG


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