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

To: tekboy who wrote (8923)	10/26/1999 3:26:00 PM
From: Poet	Respond to of 54805

Thanks, tekboy. I like everything about your JDSU post but the signoff. That "sure is a nice day" phrase kinda gives me the creeps. Long live JDSU.

To: tekboy who wrote (8923)	10/26/1999 4:31:00 PM
From: DownSouth	Read Replies (3) \| Respond to of 54805

tekboy, I am pleased to say that I jumped on JDSU as a result of UNPH discussion here some time ago and have been re-enforcing this winner all along. JDSU is a King, with the market dominance, growth, and margins that come with the throne. FranQ made a mint on his Dell King, so he has nothing to complain about <g>. I hold it lightly, but I hold it proudly!

To: tekboy who wrote (8923)	10/26/1999 5:12:00 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

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> I simply consider JDS Uniphase as a value chain 'pick and shovel stock' thanks to the Gorilla we call the Internet. We know that is one Gorilla that is not going to let us down for quite some time. I bought last year when it was just called Uniphase and tucked the shares away for the long term. It's one of the few Royalty plays under the Gorilla of the Internet that I'm willing to keep for a few years. I won't cheer for it here as we all have our own objectives with investing in terms of Gorillas and Kings. If I did, one could easily remind me of my bold move into eBay last week for a grand total of 40 shares (talk about dipping one's toe in the bath water) and how that Godzilla Game is going to test my peanut and beer money. After my big one week gain, I'm back to my cost basis thanks to after hours post earnings shaving 12 points off of the price. i2, whether one calls it part of our game or not, received a price target adjustment to $80+ today by Credit Suisse First Boston. Shares closed at an all time high of 71 1/2 on twice the average volume. Certainly a nice move from the 52 week low of 16. siliconinvestor.com BB

To: tekboy who wrote (8923)	10/26/1999 5:50:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> But since so many of the thread elders are not riding this glorious uptrend, it might be impolite to rub their noses in it... <ROFL> Rub away, nephew. I'd like to learn more about jdsu as well. I promise not to get grouchy anymore <vbg>. Unc btw, Merlin pioneered the LEAPS enrichment play. He even picked out the series for me.