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

To: Glenn McDougall who wrote (9329)11/1/1999 1:06:00 AM
From: tekboy  Read Replies (1) | Respond to of 54805
 
Way ahead of you, Glenn... posted your CC readout a couple of days ago...<g>
We G&Ker's don't miss much good that's out there on our topics of interest...

tekboy@alwaysstealfromthebest.com

_____________________________

To: Uncle Frank who started this subject
From: tekboy
Friday, Oct 29 1999 12:32AM ET
Reply #9132 of 9336

Good Summary of JDSU Conference Call
Message 11739577

tekboy@seeIdidn'tsayanything.com



To: Glenn McDougall who wrote (9329)11/1/1999 6:56:00 AM
From: JohnG  Respond to of 54805
 
Glenn Mc. Thanks for a detailed summary of conf call. Good quality info input. If they buy everything in site and hire most of the best people, they may be more of a gorilla than a king. The ability to help customers achieve a fast design to production time during the fiberoptic tornado may be an extremely potent weapon that no competitor can duplicate. Presumably they will be in a position to compound their IP position.
JohnG


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