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

To: Mike Buckley who wrote (11015)	11/23/1999 11:23:00 PM
From: voop	Read Replies (1) \| Respond to of 54805

Mike be sure to look for the proprietary , open architecture and the value chain Well the second one is easy, with an Intel analogy of JDSU supplying the compnents and modules and LU, NT, Alcatel selling the systems to GBLX, LVLT, QWST, ATT whose telecommunications support the Internet applications of AOL, Yahoo, etc. Throw in optoelectronic components of suppliers and the value chain grows even more. Proprietary with IPR present but to me unclear, professing specialized lasers built to last 80,000 years (so says CEO Kalkoven on slide show), but architecture not really open; guess no more open than Intel yet they have no licensees of their technology to do the R & D for them. Defining open in the RFM p 52,"... its interfaces are published and other vendors are encouraged to integrate their products with the gorilla product to create a whole product for the customer" Now this was probably written by the authors with electronics and computing in mind, but by making CSCO-like acquisitions to produce modules their did their own integrating of products. Moreover, vendors like LU, Alcatel and Nortel are using JDSU products to sell systems to telecom service providers, so perhaps they fit this criterion as well. Switching costs perhpas a problem but if customers want end to end solutions ( a la CSCO) and wnat integrated modules at present there is no one whom to switch. Appreciate your views on this Voop

To: Mike Buckley who wrote (11015)	11/23/1999 11:52:00 PM
From: TigerPaw	Read Replies (1) \| Respond to of 54805

JDSU, - I love this stock! But one thing that comes to mind is LUMM (which my broker talked my out of buying at $3) is attempting to do many of the things that JDSU does on a single, fairly ordinary, silicon chip. I'm still not sure it is possible but it sure would knock the stuffing out of aligning mirrors and prisms by hand if they could. I would be interested in knowing how vulnerable they are to a simpler alternative. TP