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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (3599)	1/2/2000 11:19:00 AM
From: Eric L	Read Replies (3) \| Respond to of 24042

DownSouth, << a "King" cannot transition to a Gorilla. >> Are you sure? <g> I'm not convinced of this, and there are some specific references in the RFM that I think might back this up, or at least leave open the possibility of such a transition. << We have debated it numerous times, but no one has really, IMO, given a good case for Gorillahood >> I've followed the debate. I am not sure the case can be made at this time, either. If the case could be made, an individual like Bulldozer who is familiar with Gorilla Game concepts, and also is highly focused on the company and the industry it serves, is in a good position to make it. Bulldozer has on several occasions referred to JDSU as a King, so a King they are until he sayeth differently. I would certainly be interested in any comments he might have in this regard. << As for Moore's opinion, he has not substantiated, even in his own terms, the young gorilla speculation. >> Do you subscribe the list-serv?. I do not currently (unsubscribed about mid summer). If he or others have offerred any substantiation as regards JDSU gorillahood, it probably exists there. I remain a bit intrigued about the JDSU comment ascribed to him in the Money Central article, however. << I would love to find the evidence that JDSU is a Gorilla. It is my second largest holding and I will hold it for a very long time through dips and curves until its throne is truly threatened. >> Likewise. Likewise. Likewise. - Eric -

To: DownSouth who wrote (3599)	1/3/2000 3:25:00 AM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 24042

From the Gorilla Game email list: Gang, Regarding the following: Geoff (or anyone else knowledgeable about the issue) I've read over on the SI GG board that you supposedly wrote or said sometime this past year to the effect that you did not think QCOM was a gorilla (or couldn't become one) and JDSU was (or is about to become one). Would you clarify please.? Did you ever say/write anything resembling these thoughts? Where could I read your exact words if written. David I don't know what I said exactly (one of the dangers of me ever saying anything) but in any event, I am persuaded by the arguments on the list and by the behavior of the stock market that Qualcomm is indeed a gorilla. JDSU I do not know as much about, but I believe the wisdom of the list is that it is a king, not a gorilla. Cheers, Geoff Geoffrey Moore Chairman, The Chasm Group (650) 312-1946 Venture Partner, Mohr Davidow Ventures (650) 854-7236