Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SecularBull who wrote (16324)	1/25/2000 12:57:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Hey, Fiber, I own Q, and will soon buy some JDSU. Q is a gorilla, JDSU is a very strong King. It is impossible to say which will do better for the investor over the next 5 years at this time. What South and I can say, is that JDSU can come under pricing pressure at some time in the future, and Q cannot. This is the difference between Gorillas and Kings. JDSU has a very good lock on their business, Q has an absolute lock on CDMA.

To: SecularBull who wrote (16324)	1/25/2000 1:08:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

OT There have been no attacks on you here regarding stock. The negative reaction has been to your initial manners and then your seeming lack of command of our terminology, even though you claimed, as I recall, to have RTFM. In any case, it seems to me that your initial motive for coming here was to cause a ruckus. Your response to Uncle Frank's polite response and your attack on LindyBill much earlier post was very offensive. Such posts will ALWAYS be met with strong response from at least the Round Table. A ruckus you got. Now, let's talk stocks. Your evaluation of QCOM's position is very short term. Their barriers to entry are tall and long (IPR). Their market is in a tornado with new tornadoes being bred. They have, imo, at least 5 years of 50% growth, compounded, ahead of them. JDSU is a King, and I hold it. It will do great this year, and may beat the pants off of Q this year. I hope it does. JDSU's future after the backbone buildout slows to the point that demand for components can be satisfied is somewhat problematic. Others can fabricate what JDSU fabricates without IPR for the products. JDSU could see a new tornado with Metropolitan Area Network buildout, and even Last Mile buildout. That remains to be seen. Now, please RTFM and study QCOM, its market, its IPR, its new products. Then, I am sure you will agree, QCOM is a Gorilla with years of great appreciation ahead of this. The long term risk/reward of Q versus JDSU is very favorable. JDSU is not likely to out perform Q over the next 3-5 years, based on fundamental market dynamics as described in "Crossing the Chasm", "Inside the Tornado", and "The Gorilla Game". This is not the Dell thread, btw. Most of us came from that experience smarter than when we went in. Our investing model explains what happened to Dell. We disagree constantly, but we never call each other's posts "A JOKE". And, LEAPS are not LTB&H, even when you exercise.