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

To: voop who wrote (11019)	11/23/1999 11:38:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Voop, I'm curious about your last thought: 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. If there is no one to whom customers can switch, the strength of the value chain has not been completely validated. To look at it from another view, if the market opportunity is massive there will be eventual competitors. Maybe an investor should decide whether the competitors are more likely to appear in the form of companies offering discontinuous innovations or continuous innovations. If it's the latter, the competitors will be competing with JDSU on its own turf whether it be a royalty or a gorilla game. If it's the former, it becomes critically important to decide if JDSU is a gorilla or a king. If JDSU is a gorilla, the ONLY way the company will be unseated is by use of a discontinuous innovation. If JDSU is a king, it can be unseated by either discontinuous or continuous innovations. When I first started writing this post I was thinking I was onto something significant. Now that I've written it, I'm less sure of that. :) --Mike Buckley