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

To: Tom Ardnij who wrote (11657)	12/1/1999 12:49:00 PM
From: Glenda King	Read Replies (1) \| Respond to of 54805

Hi Tom, Thread, please share your comments with me. If I am completely off target, I'd appreciate your thoughts.>>>> On the contrary...you are right on target IMHO. I'm truly looking forward to your report, thanks. Regards, Glenda

To: Tom Ardnij who wrote (11657)	12/1/1999 2:16:00 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

Tom, I don't want to excessively prolong discussion on a subject that can't be proved at this point, but Intel probably represents a known gorilla whose situation was closest to JDSU. I bought one of the first IBM PC's available in my area (cost about $5000, no hard drive, minimal functionality) and also was a very early INTC investor. Intel had many competitors, but when IBM backed them it propelled the PC revolution. At the time, PC's were mostly considered toys, but the IBM backing made individuals feel there really was something happening, and corporate buyers felt safe to buy (you didn't get fired buying IBM). This was a huge factor in accelerating adoption and insuring that a gorilla game was in process. Without IBM ( and without competitors goofs) it's possible that a gorilla game might never have developed. As AMD and others have shown, INTC technology can be cloned. So can most technologies, including probably most of JDSU. What JDSU lacks is a brand and something like the "IBM association" to give them a lock. Real gorillas are very rare. I would be happy if JDSU can just be a super power King. This should be enough to profit on, and only means we have to watch it a bit closer.

To: Tom Ardnij who wrote (11657)	12/1/1999 2:21:00 PM
From: LindyBill	Read Replies (3) \| Respond to of 54805

Tom, when I sell some Q and buy something else, (and God knows how long in the future that is!) I will sure look at JDSU first. Everything I have read about them on this thread says that they are a winner, and the stock price increase this year has been fantastic. I can't find a profile for them on SI What is the market cap now? What is the trailing PE? Based on consensus of the analysts, what is the earnings projection, % increases this shows, and what does that translate out to in forward PE? They look like an extremely strong King that won't be caught for a long time, if ever.