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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (108)	9/24/1999 3:53:00 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 35685

>> anyone have any strong opinions about Uniphase and fiberoptic? I presume you mean jdsu??? We've analyzed them, and classified them as a King rather than a Gorilla, as we haven't been able to identify any ipr that would discourage competition from entering their sector. With the JDS/UNPH merger, they have a huge advantage in economy of scale, but I don't see them as a lock, a la Q. Otoh you can make a helluva killing from Kings, witness Dell over the last decade. You have always been a gentleman to me, nephew, except when you tried to hit on my daughter <g>. She's your cousin, and I can't sanction incestuous thinking <vbg>. uf