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

To: Bruce Brown who wrote (11846)	12/3/1999 7:34:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Having an excellent discussion about Kings and Gorillas on the JDSU thread. You can guess the debate. Here is a particuarly interesting post: To: cfoent (2517 ) From: Joanne Fishman ( Ignore ) Thursday, Dec 2 1999 9:01PM ET Reply # of 2529 Re:"...companies need to own as much of the value chain in order to deliver." Last month I attended a tech conference where Arun Veerappan, analyst w/BB Robertson Stephens, was speaker. He's obviously high on JDSU because he referred to it several times. And he pointed out how it is "moving from kingdom to empire," which is along the lines, I believe, of creating "barriers to entry." Here are some of his comments, from my notes... "Optical IS the Internet Age. DWDM is the key bandwidth enabler."He described JDSU as an Internet Age Emperor, along with PMCS and AMCC. "These companies initially dominate one market. Then they leverage their strength and enter adjacent markets and dominate them." He termed the purchase of OCLI as "excellent...JDSU is landgrabbing technologies needed to play in this arena five years from now." jf

To: Bruce Brown who wrote (11846)	12/3/1999 8:03:00 AM
From: Jill	Respond to of 54805

Pretty much a fruitless search for both. or a raisin-less search... Jill

To: Bruce Brown who wrote (11846)	12/3/1999 2:50:00 PM
From: freeus	Respond to of 54805

I'm not at all curmudgeony but I would be too if I got raisins instead of lovely plump juicy fresh berries on my waffle. Did you find the other thread? I think you have to put in the key work "curmudgeon" on search. It's funny about Danish pastry and Belgian waffles, also Indian Fry Bread (my favorite food at fairs) is made by "American Indians" but not Indians from India. I guess that's close than the waffles or pastry though. What a great up day for our stocks, love days like this, especially since I've gotten good finally about not buying on days like this, just watching!!!! Freeus