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


To: Eric L who wrote (3616)1/2/2000 11:36:00 AM
From: DownSouth  Respond to of 24042
 
I don't subscribe to Moore's listserve, so I am behind the times there.

I stand by my belief that JDSU is or is not a Gorilla, right now. We just have to be good with our "Audobon's Field Guide" in identifying the subtle differences. I don't think we are doing to well with that yet. This is a tough one.

It reminds me of a pair of large birds that I have been trying to classify for several weeks. These two birds frequently fly near my house. They appear in some ways to be large hawks, some ways as small eagles, but I am afraid they are just buzzards. So we know they are birds of prey, but gosh I want them to be Golden Eagles, not buzzards! The bird watching book just isn't quite giving me the clues I need, so I need to get a closer look, literally.



To: Eric L who wrote (3616)1/2/2000 2:51:00 PM
From: TigerPaw  Read Replies (1) | Respond to of 24042
 
<< a "King" cannot transition to a Gorilla. >>
Are you sure? <g>


I think the manual's story of Intel shows such a transition. Intel was a king, perhaps just a prince, of semiconductors. They transformed into a gorilla by capturing a new tornado. A don't think a king can transform by just playing it's same game better, it has to transform it's whole business.
TP



To: Eric L who wrote (3616)1/2/2000 5:52:00 PM
From: rel4490  Respond to of 24042
 
<< a "King" cannot transition to a Gorilla. >>

Even though a King cannot transition to a Gorilla,it is not always clear at the start of a tornado, whether a market will develop around a proprietary technology leading to a gorilla game, or will default to a royalty game. Moore advises investors to buy candidates for either position.