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

To: tekboy who wrote (14224)	1/5/2000 9:15:00 PM
From: Mike Buckley	Respond to of 54805

tekboy, your old companions have done it again. Not one of them is old. :) Today TMF Grape has a report on King JDSU over at the Fool, in which he mistakenly identifies it as a gorilla,... Perhaps he's been in the sun too much lately and should change his name to TMF Raisin. I don't know enough about JDSU to present valid arguments. I'll leave that up to you. :) --Mike Buckley

To: tekboy who wrote (14224)	1/6/2000 3:22:00 AM
From: Bruce Brown	Respond to of 54805

Tekboy, I sent an email to Phil (TMF Grape) already with the appropriate links to the Money Central article and a copy of Geoff's comments on the GG list serve digest. Outside of the misnomer, I enjoyed the report and am glad to have it presented in a Foolish manner. I'm looking forward to his second and third portions of the report. As I've stated before, the term 'Gorilla' as we know it here on this thread, is easily misused by many who haven't read the manual or by those why have "written the manual". <vbg> BB

To: tekboy who wrote (14224)	1/6/2000 5:22:00 AM
From: DownSouth	Read Replies (3) \| Respond to of 54805

tekboy, I am a real JDSU fan. I keep looking for the Gorilla defining barriers to entry. The one that people continue to tout is the talent pool that JDSU has. It would be nice if those who know GGaming and know JDSU would attack this DNA classification problem logically. A company does "own" its talent. It only rents them, feeds them, and makes them smarter. When the talent leaves, (it will someday) the company not only loses that talent, but another company gets it.