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

To: Apollo who wrote (11008)	11/23/1999 9:55:00 PM
From: voop	Read Replies (1) \| Respond to of 54805

I found that slide presentation very informative and I agree that there are elements to this company that makes me wonder if this might be a gorilla after all. they mention high barriers to entry because of laser that lasts 80,000 years, they are capturing the majority of scientists relevent to the technology, they have patent portfolio (did not elaborate in any detail) and the time to market advantage to become the de facto standard. Also in supplying modules along the entire path from pump to receiveer and cross connects and amplifiers and gratings they are providing solutions and not just components. Maybe this company deserves a higher status than king. Seems to be morphing into gorilla. Suggest genetic testing. voop

To: Apollo who wrote (11008)	11/23/1999 11:28:00 PM
From: Tom Ardnij	Read Replies (1) \| Respond to of 54805

Thanks for the link to the JDSU conference call. JDSU has grown to my third largest holding behind QCOM and CSCO. The growth in WDM requirements over the next 5 years is astounding. JDSU is the only company to combine the full range of both passive and active optical components into modules. I suspect that their lead is insurmountable. They are 50% larger than the total of their competitors. I realize there are additional factors to demonstrate gorillahood, but I suspect JDSU is closing in on that. George Gilder calls JDSU, the "Intel" of the telecosm. He sees it as the company that will create photonic module standards in much the same way that Intel did in microprocessors. The drive for bandwidth is immediately upon us. These modules represent the enabling technology for the optical fiber explosion. Well, enough cheerleading for today. Best Regards, Tom