Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Poet who wrote (8917)	10/26/1999 1:53:00 PM
From: Uncle Frank	Respond to of 54805

jdsu is having an incredible run. I think it is due to a significant degree to avoidance of punative taxes on the part of our Canadian contingent. I'm not sure how long this driving factor will last, so I'm cautious about jdsu's ongoing valuation growth rate. uf

To: Poet who wrote (8917)	10/26/1999 2:02:00 PM
From: tekboy	Read Replies (5) \| Respond to of 54805

Poet, re "And while not yet an agreed-upon Gorilla, have you seen JDSU? Very very strong going into earnings." ssssssshhhhhhh! <GGG> 1. JDSU is a King, not a Gorilla. 2. Uncle Franq had a very bad experience with King DELL, and it has turned him off Royalty forever. <g> 3. Merlin invests so much time on his existing areas of research that he has not been able to venture into the optoelectronics sector and satisfy himself about JDSU's potential. 4. Lindy is a diehard Q-Tip, and if he ever leaves it will be to go back to Mr. Softee after the settlement. 5. That leaves people like Cha2, BB, and myself to cheerlead for JDSU around here. (Think we picked up Apollo recently, if I'm not mistaken!) But since so many of the thread elders are not riding this glorious uptrend, it might be impolite to rub their noses in it... <grinning madly> 6. Best place for serious JDSU discussion is over on the Fool's JDSU thread. Begin with the JDSU FAQ at the top, and read anything by "ndenga" (IMHO, in the tradition of NY Stew for Gemstar, Greg Powers for Qualcomm, etc.). tekboy@sureisaniceJDSUday.com