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

To: Tom Ardnij who wrote (11576)	11/30/1999 9:13:00 PM
From: Eric L	Respond to of 54805

Tom, << By the way, I am building a case for JDSU DNA structure. I think it has real simian traits, not just royalty. >> I am glad you are digging into this. I am developing a feeling that potentially a case might be developed for this possibility. - Eric -

To: Tom Ardnij who wrote (11576)	12/1/1999 10:58:00 AM
From: mauser96	Read Replies (2) \| Respond to of 54805

The case against JDSU being a gorilla rests partially on the space it's in. Supplying other big companies rather than dealing with end user companies or individuals isn't a good gorilla environment. The kinds of companies JDSU has as customers will do everything in their power (including secret agreements) to prevent any supplier from achieving total dominance. They want viable second sources, and they have the muscle to insure this. Searching for companies like JDSU in the known gorilla list will turn up few examples- the only one that comes to mind is Intel. Intel succeeded because nobody initially knew it would be a huge market,it was there first, competitors were inept, and (most importantly), they were able to establish a brand. I doubt that JDSU will be able to do all these things. Technology is only about 30% of being a gorilla, and it will be hard for a company like JDSU to bring all of the other 70% to bear in the business that they are in. JDSU still could be a good investment (I own some) , but it is a King at best, IMHO. We need to be strict about rewarding a company gorilla status, or it dilutes the whole purpose of this thread.