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

To: Mike Buckley who wrote (11466)	11/30/1999 1:10:00 AM
From: surpow	Read Replies (2) \| Respond to of 54805

OT: Mike and Thread: FUD is swimming in my head regarding QCOM. I have faith in the company, as well in my current Q positions. However a few things are making me squirm and I was hoping some of you may be able to help out a wide eyed, bushy tailed novice investor who feels overwhelmed. I am just beginning part 2 of the Manual. One concern that I have is that there is an overestimate for the future market of high-speed data transmission. Is this silly? Part of me can see a huge market that wants better quality imaging and faster speeds all wirelessly which would naturally behoove Q. Another part of me thinks, jeez, will people really demand such a product in such numbers, and if not, couldn't that be catastrophic to Q, especially at these levels? I also fall prey to posts that question whether or not CSCO's announcement of a new wireless product will slam HDR to an early grave. Posts referring to a proposed non-profit organization to basically monitor patent rights, and the thread's reaction to such posts also concern me. The problem currently lies in the fact that I don't have a good enough understanding of the situation at hand. I am reading so much everyday in an effort to learn so that I can eventually have a crystal clear understanding of the companies that I am involved in, but in the meantime, I have FUD. Could you please offer some perspective? Did you / do you go through similar feelings? What should I do to restore faith that Q's tornado will continue. I know that reading Chasm and Tornado after GG is fundamental. Between work and my family and my slow reading comprehension, getting through Part 1 of GG took close to one week. I am also taking my time to re-read things in the manual that I didn't initially grasp. I am determined to achieve a high level of understanding in high tech / GG investing, and know it will take me a while to get there. I would also like to make some money during the learning process. Thanks for all of your insight, both past and beyond. Noah

To: Mike Buckley who wrote (11466)	11/30/1999 1:48:00 AM
From: Exacctnt	Read Replies (2) \| Respond to of 54805

Mike, <<<Has anyone considered Jabil Circuits as a King among the outsourcing electronics manufacturers? I don't know if they have twice the market share of their closest competitor, but it might be worth a gander.>>> If you want to consider outsourcing manufacturers, Solectron (SLR) may be the bigger and better company. Jabil Circuit, Inc. designs and manufactures electronic circuit board assemblies and systems for major original equipment manufacturers in the communications, computer peripherals, personal computers, automotive and consumer product industries. For the fiscal year ended 8/99, sales rose 57% to $2 billion. Net income rose 61% to $91.5 million. Revenues reflect increased production of communication products. Net income reflects the absence of $20.8 million in acquisition costs. SLR provides electronics manufacturing services to OEMs who design and sell networking equipment, workstations, personal and notebook computer peripherals, and telecommunications equipment. For the fiscal year ended 8/99, net sales rose 59% to $8.39 billion. Net income rose 48% to $293.9 million. Revenues reflect the growing trend toward outsourcing within the electronic industry. Earnings were partially offset by increased sales of lower margin products. JBL's market cap is $5.4B versus SLR's $22.8B Regards

To: Mike Buckley who wrote (11466)	11/30/1999 2:52:00 AM
From: JRH	Respond to of 54805

Has anyone considered Jabil Circuits as a King among the outsourcing electronics manufacturers? I don't know if they have twice the market share of their closest competitor, but it might be worth a gander. Correct me if I am wrong, but I thought that Solectron was the crowned market share king in outsourcing? I seem to remember seeing reports on this while I was dealing with them at IBM. But, again, I could be wrong! Justin <EDIT>Looks like someone else beat me to the punch!

To: Mike Buckley who wrote (11466)	11/30/1999 7:28:00 AM
From: Len	Respond to of 54805

Mike, As I understand the market, Jabil is about # 3 as an electronics contract manufacturere. Both Solectron and SCI are larger-- and Celestica may also be bigger. Regarding royalty I don't think any of the CM's have sufficient market share to warrant such a position. And, switching ciosts are extremely low. OEM's switch their business often. The CM's are trying to hold business by offering value added services but this strategy is relatively new. Len

To: Mike Buckley who wrote (11466)	11/30/1999 8:04:00 AM
From: sand wedge	Respond to of 54805

Mike, Regarding Knowledge/Document Management; the market is currently experiencing significant change with new players like VIGN/IWOV taking positions in the content management area as traditional players like DCTM/FILE begin to transition their offerings from document centric focus to more of a content approach. My take is that DCTM is ahead of FILE in the transition but I haven't done a full analysis of all the companies offerings to see if one is emerging as dominant.