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

To: Sunny who wrote (5933)	9/3/1999 5:37:00 PM
From: Uncle Frank	Read Replies (6) \| Respond to of 54805

>> Whatzup? I agree, Sunny, that there appears to be a lot of strength in sebl, jdsu, and many others on Justin's W&W portfolio. I think Merlin has gotten weary of nominating sebl for the G&K without thread support. Personally, I think it is time to promote them, but I've been waiting for someone else to suggest it; otherwise Justin will think I'm just trying to juice up the returns on the G&K Index <g>. I don't have enough insight into the components of W&W to make promotion decisions on my own. Rather, I wait for supporters to show up and present their cases and watch for thread reaction. Since the GKI consists of Gorillas, Kings, and Princes (with attitude), it's not that difficult to present a promotion petition. Franq

To: Sunny who wrote (5933)	9/3/1999 7:21:00 PM
From: Tom Ardnij	Respond to of 54805

Sunny, We have from time to time discussed SEBL and JDSU. I for one see enough Simian traits to satisfy my own hurdles. Over the last 6 weeks I have invested in both of them. I believe that Mike Buckley has presented persuasive information that would qualify SEBL if it weren't for the unknown impacts when the large ERP vendors present their customer relationship offerings. If we were considering only current competitors SEBL would be there today. In any case I believe that the tornado is underway in this market. SEBL is the clear favorite. As to JDSU in both passive and active laser components, I believe it also would be a gorilla if we only considered today's competitors. Perhaps that should be the qualifying criteria. It's chart is very much like that of CSCO. It's growth going forward appears to be in excess of 60%. The problem I have declaring that it qualifies is a personal lack of understanding about the barriers to entry. Does anyone have a good understanding about such barriers? In any case I have certainly benefited by the discussion of these two young gorilla like companies. I would certainly support moving them to the G&K group. Best Regards, Tom