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

To: Seeker of Truth who wrote (16937)	2/1/2000 5:23:00 PM
From: mtnlady	Read Replies (2) \| Respond to of 54805

Malcolm I believe JDSU's barriers to entry are significantly greater than DELL and involve much more than just 'packing components into a box'. The two are not comparable. Great returns or not I would have never owned DELL. Too easy for significant competition to materialize overnight and the market to deteriate into a margin reducing price war. Read more about JDSU's products, their complexity, and the testing/certification these products must go through and I think you will understand a little better what I mean when I say there are significant "barriers to entry". I am very happy with my JDSU and would much rather have it than MSFT at this point in time. Bruce .. I have my own credit card thanks <g>.