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


To: DownSouth who wrote (12156)12/6/1999 5:43:00 PM
From: Len  Read Replies (1) | Respond to of 54805
 
In terms of Barriers to Entry I think we sometimes underestimate the difficulty in making certain electronic components. Do not underestimate JDSU's unique abilities. If it were that easy to enter the market they would have more competitors. Think about it, with electronic components even companies who make parts "lose the recipe" on occassion.

My opinion.

Len