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

To: mariner who wrote (9925)	11/8/1999 12:57:00 AM
From: chaz	Respond to of 54805

Mariner, thanks for the excellent review of JDSU. This one seems a parallel to AMAT, and we know what's happened to it since 1990....about a buck back then (considering splits) and $97 now, and a history of acquisitions to fill in missing pieces. It's been volatile...along with the chip market...but the LTB&H investors have done very, very well.

To: mariner who wrote (9925)	11/8/1999 7:50:00 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

JDSU, and gorilla timing, and P/S ratios: Really appreciate the posts this AM by Mariner, Tekboy and Bruce Brown. JDSU is a king; does one jump in now at any cost, or wait for the pullback? Bruce, I think widely circulated information that isn't copyrighted, or paid for by its membership for the privilege, should be fair game to disseminate. I post other people's posts from elsewhere on SI, with the view that this is a free (to lurkers) forum, with thousands participating. I subscribe to GG's newsletter, and occasionally describe his concerns here, but don't republish the whole newsletter. Stan