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

To: DownSouth who wrote (15555)	1/19/2000 10:08:00 AM
From: StockHawk	Read Replies (1) \| Respond to of 54805

Strenght of King JDSU: The Multex Investor Network site put up a report a couple of days ago on JDSU and the "Large Laser and Optical Technology Industry". One table showed consensus profit projections for the current year. The Industry (12 companies) is projectd to earn $389 million. Of that number, 57% is attributable to JDSU. Second largest was ETEK with 13%. JDSU announced the acquisition of ETEK yesterday. Pro forma that gives them 70% of the industries profit, and it seemed to me that the report was defining the industry rather broadly - in other words, in the areas in which they compete, JDSU probably will take home more than 70%. Not too shabby. StockHawk