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

To: Uncle Frank who wrote (12157)	12/6/1999 10:53:00 AM
From: 100cfm	Respond to of 54805

Frank <I can't fathom the obsession the jdsu gang has for redefining the GG to include jdsu as a Gorilla.> It is my understanding that the tone of the conversations was not to redefine the GG but to try to define jdsu's characteristics based upon the GG as to what category they fit into. <It won't make your portfolio any larger, CenturyMan. If it's any consolation, even Q100 Club members are turning green with envy over your returns. > you're right whatever name we tag on them will not change their stock performance. the point of the excersise is to establish an identification process from which we can more readily spot gorillas or soon to be gorillas. which will increase our portfolios. i am flattered regarding the envy but confused as to the reason, my returns are far short of the melennium mark that others have indicated about their portfolios. >> A king with the power to charge full tariffs entering into a tornado market for their product will most likely develop into a gorilla. <<I've read the GG very carefully three or four times but have never run across that concept. Can you cite a reference, or are you defining a new process for creating Gorillas?>> the above statement was made with jdsu in mind. there is an ongoing debate as to whether they be king or gorilla. the consesus is king but some think it should be gorilla. the confusion is based on the lack of expertise of photonics,i have yet to read anything one way or the other regarding the strength of their patents. barring this clear understanding as we have with cdma i was suggesting that maybe we need to apply a new set of criteria that reveals the same result. picture if you will astronomers search for planets outside our solar system, a finding impossible with a direct visible search. however by searching in a different way astronomers have found other planets based on their gravitational pull on their host star. in short what i am trying to say is can we spot a gorilla by looking for them in a different way. and if this spots a gorilla sooner, then all the better for our portfolios. Show me the ipr and I'll be the first to yell, PONGID ALERT. Until then, resign yourself to owning a "mere King", and console yourself with a +629.4% ytd return. Such a problem <vbg>. i agree, but can HUGE net margins mean a company has an ipr lock before we develop the expertise to realize the ipr by looking directly at it. hope i didn't make too much a mess of this. just trying to say we might need a another long range sensor to spot new gorillas. 100 cfm 100