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

To: Uncle Frank who wrote (12349)	12/8/1999 2:44:00 AM
From: johnzhang	Read Replies (1) \| Respond to of 54805

RE: VISX Competition Uncle Frank, I presume competitors would still have to get fda approval for their systems, even if the visx patents aren't upheld. From what I've seen that represents a significant barrier to entry in terms of time to market. Yes, FDA approval is required for newly developed medical device and instrument to be sold in US, and it's typically a lengthy process. However, several Visx's competitors have either system that is already approved by FDA or system that is currently undergoing clinical trials. Before the ruling, competitors have to pay Visx loyalties for their products. If the ruling is upheld, some of these loyalty payments would likely stop. Therefore, Visx shareholders should watch closely the outcome of its fight against the ruling. John

To: Uncle Frank who wrote (12349)	12/8/1999 2:54:00 AM
From: LindyBill	Read Replies (3) \| Respond to of 54805

NOTICE TO ALL: The last time I sold some Q, it contributed to all sorts of hoo-rah here, so I thought I would get on record now as to my intentions next year. I will sell some Q in January or February to pay the bills for 2000. I intend to lower my position from 100% Q to 75% Q when it hits a split price next year of 150. I will have hit my second goal by then and figure it will be time to take some bucks off the table.

To: Uncle Frank who wrote (12349)	12/8/1999 7:51:00 AM
From: Percival 917	Respond to of 54805

Good Morning Uncle FranQ, You are correct that any competitors would have to get FDA approval for their systems, but it is not quite as long as it used to be. As long as their laser is based on the same technology, then the approval is fairly quick, relatively speaking. Usually they get what is called panel approval first then final approval. It is always the very first company that is bringing a new technology OR is trying for approval for a new procedure using the current technology that has to really jump though all the hoops with the FDA. Once that has been achieved, additional approvals don't take quite as long. Just my 2 cents worth, Squire J

To: Uncle Frank who wrote (12349)	12/8/1999 8:50:00 AM
From: DownSouth	Read Replies (2) \| Respond to of 54805

While you guys are having a simply wonderful conversation in the dead of the night, William, here has discovered the heritage of JDSU and damn if it doesn't look like a gorilla: OK, I knew that you guys would catch up to me one of these days and put me to work. Here's 19 from Uniphase and another 20 from JDS Fitel. I glanced at each of the first 25 to verify that they are for JDSU and relate to JDSU products at least in a general way. I am not trained in this area, just invest in it, so I can not say anything about what it all means. My point is that they do have a mess of patents, and anyone trying to eat their lunch will have to be cautious and very inventive. William goes on to list 39 patents. 127.0.0.1:3456/SI/~wsapi/investor/reply-12219135 I don't know how to do research on the usefulness of these patents or their strength as barriers to entry into the photonics component market, but I am willing to assume that these babies form a substantial barrier to entry and that JDSU will continue to pile new patents on this wall. See my post yesterday for a recap of First Call's 12/6 analysis of JDSU: 127.0.0.1:3456/SI/~wsapi/investor/reply-12208357 In a nutshell, the consensus of the analysts is for a 90-100% growth of this company over the next two fiscal years with a 44%+ estimate for the next 5 years. We have discussed the fact that JDSU dominates its market and declared it King. Now I am willing to nominate JDSU as a Gorilla. It did not change its chromosomes, we just didn't have all the facts.