SI
SI
discoversearch

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: Bryan Hickey who wrote (9196)10/30/1999 12:28:00 AM
From: Chadick  Read Replies (1) | Respond to of 54805
 
Not likely. JDSU is photonics; mostly optical with a high percentage of Phd's in physics. Very difficult to duplicate the labs and research facilities. Companies like Lucent,Nortel,Alcatel could challenge JDSU but they have too much on their plate's already and have chosen to buy from JDSU rather then manufacture.

Gruntal & Co projects 18 month price target of $360 for JDSU.(not adjusted for Dec 29 split).
gruntal.com

Fred



To: Bryan Hickey who wrote (9196)10/30/1999 2:51:00 AM
From: Chadick  Respond to of 54805
 
re:.....for Microsoft chips.
Did I type Microsoft? Should have been Intel.

Fred