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

To: Sam Johnson who wrote (12140)	12/6/1999 7:57:00 AM
From: 100cfm	Read Replies (2) \| Respond to of 54805

Sam great clarification between gorilla and king. Now how does one determine whether the football is owned or not. take the current case in point jdsu, without an intimate knowledge of photonics how would the average investor determine if jdsu owns the football. the gorilla game must be playable by average investors not just tech wizards. if a company does indeed own the football,one would charge for their product accordingly. what are jdsu's net margins, as of now they are showing losses. this could be due to onetime charges. i plan to do more research on this later today. with jdsu the threat of someone running faster is lu bringing the component production in house. the questions are, is there fat enough margins to make it worthwhile for lu to bring it in house and to support jdsu as a gorilla. and if lu does determine the margins are juicy enough to do so, can they or are there patents preventing this. in any industry a company will move into any area where increased margins are percieved. the difference is whether those margins are open to attack or not. a company with only a kings power would most likely keep their margins reasonable as to not invite attack. a gorilla has no such concern and charges whatever the market will bear. A king with the power to charge full tariffs entering into a tornado market for their product will most likely develop into a gorilla. investing in those companies at that time will yield tremendous profits. 100

To: Sam Johnson who wrote (12140)	12/6/1999 10:05:00 AM
From: LindyBill	Respond to of 54805

Glad to see you aboard Sam! I feel you made some valuable posts over the weekend. On a different subject. Our King AOL should start moving on the announcement by ATT that they are going to allow access to their cable for internet providers. Pressure from the Gov has worked, I guess. I always felt that this monopoly would not stand, as it was based on licenses from the Gov.

To: Sam Johnson who wrote (12140)	12/6/1999 10:26:00 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

good work, Sam. Chipping in by evaluating a company is just what we need, and I think I suggested our lurkers help us by doing just that, a couple weeks ago, in a post immediately following the published G & K Portfolio Survey of November 27th.. My vote would be Global Crossing, because they are a telecommunications play, play to Lindy's "speed" issue, and because we have heard a little about ARM, but nothing about Global Crossing. Also, the latter is a Gilder fave for the past 2 years. Global's acquisition of Frontier puts it in a B2B area, competing with the likes of Exodus. stan