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

To: Tom Ardnij who wrote (12769)	12/14/1999 11:32:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Tom: Since I know little about this stuff. What exactly is a "form factor"? Both you and Frank have used the term. Curious. Cha2

To: Tom Ardnij who wrote (12769)	12/14/1999 12:01:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Tom: Since you have made a substantive response, you deserve one back to the best of my ability. Again, I am hampered by SNDK being on the periphery of my area of concentration. I agree that JDSU is a far superior investment and is the strongest King I know - in fact the only one I am certain of in the areas I follow closely. So no disagreement on that. I perhaps should explain in case you did not already know (it is hardly a secret), that I find that to watch a company, I personally need a small stake in it. Just me. Not gorilla game. I have also followed the "basket" approach which is gorilla game, but not on this thread, over the years, with good success. So if I see an area of good potential I try to pick a couple or three leaders in it. In CF I found SNDK and SSTI - one horse, one rabbit. The size relationship and potential for kingship is where I saw a parallel with JDSU, not overall strength or the technology itself. In both of which JDSU is far and away a run away choice. Agreed. Cha2