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

To: freeus who wrote (9151)	10/29/1999 10:19:00 AM
From: StockHawk	Respond to of 54805

>>"never again try to time a growth stock"<< And perhaps add to that "be careful trading after hours" I'm sure some people bailed out on JDSU last night at around $150 after the great (but never great enough) earnings report came out and the price started to fall. This morning the report IS being seen as "great enough" and the stock is trading over $170. StockHawk

To: freeus who wrote (9151)	10/29/1999 10:43:00 AM
From: Seeker of Truth	Read Replies (4) \| Respond to of 54805

I like this point, which I heard somewhere long ago. Suppose you always buy at the market. Compare the performance with always placing an order slightly below the market, to get it cheaper. In the first case you will be buying every long term gorilla that you spotted. In the second case you will miss some of them. In both cases you will buy all the duds. Will the fact that your average purchase price is a little lower make up for forever missing some of the gorillas? I don't have numbers but one can doubt it,eh? So I always either buy at the market or keep the cash for something more compelling. JMHO

To: freeus who wrote (9151)	10/29/1999 11:20:00 AM
From: Nichols	Read Replies (1) \| Respond to of 54805

Gorilla investing can certainly be humbling at times. I know not to time the market, yet I still attempt to, even when I am making a purchase for the LT (JDSU). For us Gorilla hunters gotta love these past 2 days. Merely a preview of the great things to come over the next months and years.

To: freeus who wrote (9151)	10/29/1999 11:39:00 AM
From: tekboy	Respond to of 54805

Buying JDSU on Post-Earnings Dip NOT!!! From Briefing.Com: JDS Uniphase Corp. (JDSU) 169 3/8 +16 15/16: Nothing but net! That's how one could describe the latest earnings report from this supplier of fiberoptic communications equipment components. JDS Uniphase not only posted fiscal Q1 earnings of $0.29 a share which were four cents above the First Call mean estimate and well above year-ago net of $0.14, but also upped its sales growth estimate for the coming year. If this doesn't spell success, nothing does. Sales for the latest period were 104% above year-ago pro forma combined sales of $113 million and 20% higher than in the prior quarter as the company enjoyed strong growth in its component and module business segments. The very positive news has not been lost on Wall Street as already at least three firms have issued positive comments about the blow-out quarter and the outlook ahead. According to JDSU, the strong demand for fiberoptic communications components is prompting management to raise sales growth estimates for the fiscal year ending in June to 80-90 percent above the fiscal 1999 level of $282.828 million. This means that JDSU expects to record sales of half a billion dollars ($509.09-$537.37 mln) in the current fiscal year. This is exceptional growth made possible by the unrelenting demand from its communications customers, who themselves are experiencing strong demand for broader Internet capacity. At present, sales and earnings could be even better if only JDSU could meet the strong demand for its products. Thus, JDS Uniphase is considering increasing its manufacturing capacity by two-to-three times its current rate in order to meet growing product demand. Not a bad problem to have, but execution is the key and management deserves much of the credit as JDSU has managed to grow its business even when dealing with merger related issues. For many, biting off more than they can chew has proven to be a problem. So far, JDSU management is showing that they can walk and chew at the same time. - RN tekboy@evenI'msuprised.com PS If people feel that in the circumstances a humorous vulgarity might be permissible, I will post Annette Bening's classic JDSU-related line from "American Beauty"...