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

To: Mike Buckley who wrote (11022)	11/24/1999 12:02:00 AM
From: voop	Read Replies (1) \| Respond to of 54805

Mike I gotta do a better job of checking my typos--blame it on the hour. I do understand why the value chain strength is not validated without competition; nonetheless without competition of similar ilk (ETEK and SDLI make components without end to end solution or integrated modules) the value chain has to be strong, at least for now, as it depends on the JDSU technology. If one has to decide if its a gorilla or a king by the continuity of the disruption, it may be too late, particularly if it is a king...I guess we should decide beforehand. Unlike you, I am sure of the insignificance of my post, but i enjoy discussing it with you anyway. Happy Thanksgiving. We have never had a year like this to give thanks. Voop

To: Mike Buckley who wrote (11022)	11/24/1999 7:52:00 AM
From: Len	Respond to of 54805

Mike, From my experience with semiconductors I would suggest that components often are proprietary by design and typically are open in the sense that they can be used with many applications. Just as Cisco and Intel both have competitors they both are able to set the standards. As JDSU continues to grow they will set the standard simply by being ubiquitous. Competitors will have to clone their technology to find any place in the market. Others will be relegated to a small niche-- which appears to be happening. Len