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

To: tekboy who wrote (12105)	12/5/1999 4:47:00 PM
From: LindyBill	Respond to of 54805

article in some magazine about infrastructure plays related to speed and increasing bandwidth; SPEED folks, think speed! (not plastics :0) ). That is where we are going to find the companies that will make us "Rich and Richer!". The Train was the "Killer app" of the the steam engine. It took us from 5 miles an hour to 60 miles an hour overnight. Just think of what America was like, before and after the Train. Correct information fast, faster, and fastest! That is what enriches us. That is what drives this civilization. I think the input we are getting this weekend will help us narrow down the companies we want to follow, and make things less confusing. As Uncle Frank posted, he does not want more definitions to make us richer, but I do think we need to fill some holes here to stop some endless debate on the Gorilla/King problem. If some of you out there think I am discussing "How many Angels can dance on the head of a pin", you don't understand the critical necessity of defining our terms if we are going to be more precise in our investment decisions. I will now leave you, to go dance with about 100 of my "Dance-Bum" friends, on the Third Street Promenade in Santa Monica. A great way to spend a Sunday Afternoon!

To: tekboy who wrote (12105)	12/5/1999 6:54:00 PM
From: Glenn McDougall	Respond to of 54805

My initial purchase of JDSU was as they say JDS Fitel prior to the 3:1 split several years ago (in today's terms ~$19.00 Canadian). I have since purchase more shares @$75.00 and $376.00. My mid to long term forecast for this company is off the charts so I continue to buy. Early to mid this year I sat down and worked out a five-year estimate on where I expected the share price should be and much to my surprise saw a range between $1,200 and $2,400 per share (currently $370). I now feel that my expectations should be met or exceeded based on current growth and the company's acquisitions. Two factors that have me a little (short term) conservative on the stock are the over the counter market run and the torrid short term run that JDSU has experienced. Several factors have me very bullish... The overall need for speed not only in the U.S. but also in Canada then Europe then Asia. That should bring a boom for a decade. JDSU is the only company who has combined active and passive components and now is selling modules which allow a faster time to market for the likes of Lucent, Nortel, Alcatel, Ciena and Pirelli. The great team of Kevin Kalkhoven and Jozef Straus. A merger where each company brings to the table complimentary styles. The "CISCO" like running of the business, what they don't have (with the current market cap) they can buy. The smaller SDLI and ETEK just can't compete. SDLI and ETEK are great companies but combined their market cap is around 25% of JDSU's. As Kevin and Jozef keep telling us they have a phase 4 but will not tell us what it is. Can anyone take a guess at what it might be? Regards Glenn