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

To: Apollo who wrote (12047)12/5/1999 1:36:00 PM
From: Sam Johnson  Respond to of 54805
 
That's what I've been hinting at, as earlier this week, when I pondered that JDSU might be some sort of hybrid King-gorilla.

Actually, it's been your posts about JDSU that got me to thinking about the same thing, but it wasn't until I dived back into the manual that the authors gave me justificaton (I think they did, anyway) to believe there are more routes to gorillahood than we've assumed. Now I need to reread the whole thing to find out if I missed anything else. And here I thought I'd be watching football and taking the dog for a walk today. <g>

Sam



To: Apollo who wrote (12047)12/6/1999 9:09:00 AM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Stan, on the JDSU thread last week there was a good discussion about JDSU as King or Gorilla. The most convincing argument that I heard was that JDSU's only real barriers to entry are its mfg capacity. Thus it is a King in a very violent tornado.

Its status could be jeopardized when the backbone buildout slows down. Its status could continue when metropolitan network buildout takes off. Thus "the wall" is any slowdown in backbone buildout.


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