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

To: William who wrote (10248)11/13/1999 8:48:00 AM
From: Peter Sherman  Read Replies (1) | Respond to of 54805
 
in order to be very successful in business, you need three things:

1 -time
2 -intelligent folks
3 -access to capital
the point about JDSU is that they are tying up most of the best people in their industry by growing rapidly and taking over companies where the talent is - Notice CSCO doing the same thing --
QCOM has maintained its IPR by snapping up, annually, the best folks out of the best schools and keeping them -- others may have capital too, we all have to use time to its maximum efficiency, but if you have the brains on your team, you win -



To: William who wrote (10248)11/13/1999 2:26:00 PM
From: John Stichnoth  Respond to of 54805
 
Re WIND in MSFT's shadow: I think you're probably right. The only thing that gives me pause with it is that the value chain for the embedded devices is separated from the PC value chain. (Of course, that's a view being espoused on the WIND website, so it is not unbiased). To some extent MSFT has to extend its reach into another arena to gain control, so by tfm it's not a given; it just gives them an advantage.

Best,
JS


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