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

To: DownSouth who wrote (4795)	8/11/1999 11:00:00 AM
From: Tom Ardnij	Read Replies (1) \| Respond to of 54805

Downsouth, You said: > "Then there was JDSU, beckoning me to "reinforce the winners". EMC, OTOH, has not been a performer for me this year. >If you boil it down to its essentials, the DGN deal made me re-examine my portfolio. I threw EMC away and >reinforced JDSU. I am not afraid to change my mind next month. I saw it exactly the same way. I am concerned about IBM and HP moves in EMC's space. Ultimately, I am concerned about who really controls the enabling technology in EMC's space and about barriers to entry for companies like the two I mentioned. I also found EMC share growth this year to pale compared to JDSU. I reinforced JDSU accordingly. A look at it's chart brings to mind CSCO. I don't think this is an accident. Best Regards, Tom