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

To: mtnlady who wrote (16946)	2/1/2000 11:53:00 PM
From: pierceaero	Read Replies (1) \| Respond to of 54805

mtnlady: You are absolutely right about JDSU. I have a friend who works for a JDSU vendor. JDSU has very significant proprietary technology - it is not at all just an "assembler" or "packager". These developments will become known in time, and that, to me, means we will see gorillahood. I believe JDSU has not generally been accepted as having gorilla potential because their technology is not widely advertised yet. Karen

To: mtnlady who wrote (16946)	2/2/2000 9:43:00 AM
From: SecularBull	Respond to of 54805

Was it really "too easy" for competition to erupt overnight with DELL? Perhaps, but for those of us who did well with it, I think that we kept abreast of competitive developments and made a determination as to whether or not they posed a threat. At such time as competition created a threat through commoditization, I got out. Until then, it was a great and predictable run. I don't think that the competitive pressures that hurt DELL appeared overnight, either. I do not think that anyone has (to-date) posed a serious "overnight" threat to DELL. I'd keep an eye on it. Don't make the mistake of underestimating DELL. The company makes a ton of money, and management is constantly deploying much capital into other businesses (a la MSFT). Today, it's a dog. Tomorrow is another day... Regards, LoF