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


To: Hal Butler who wrote (17035)2/2/2000 7:10:00 PM
From: mtnlady  Read Replies (1) | Respond to of 54805
 
Thanks Hal good post and reference. If memory serves me correctly I heard about JDSU's patents from a speech/presentation KK made. It may have been the slide show presentation he gave awhile back. I no longer have the link for that. KK was making the point about the barriers to entry that JDSU's competitors have. Again.. from memory... barriers included patents, expertise (limited number of scientist in this area and JDSU claimed to have most of them on staff) and testing/certification time required before products would be accepted by customers. Testing/cert was roughly equivalent to something like 100 man years if I remember correctly. I normally keep a complete record of every key article/link I find but my computer 'ate' my old JDSU note file... :-( Perhaps tekboy or someone else who follows JDSU can fill in the gaps for us.



To: Hal Butler who wrote (17035)2/2/2000 7:43:00 PM
From: mtnlady  Respond to of 54805
 
Hal I believe KK's presentation here may go into some discussion of patents/barriers to entry. It's been awhile sense I last listened to it but it's informative non the less.

mlresearchmedia.com./_default.asp

1. Register as a new user (free).
2. Enter keyword "jdsuniphase".



To: Hal Butler who wrote (17035)2/3/2000 1:38:00 AM
From: BDR  Read Replies (2) | Respond to of 54805
 
JDSU, patents, proprietary technology

From the 11/99 10-Q, under risks:
<<<
Our Intellectual Property Rights May Not Be Adequately Protected

Our future depends in part upon our intellectual property, including trade secrets, know-how and continuing technological innovation. We currently hold approximately 150 U.S. patents on products or processes and corresponding foreign patents and have applications for certain patents currently pending...
>>>

Also mentioned are the numerous licenses for technology patented by others that they hold in addition to the 150 they hold themselves. But there is no specific mention of what exactly is covered by the 150 patents.



To: Hal Butler who wrote (17035)2/3/2000 11:01:00 AM
From: William  Read Replies (1) | Respond to of 54805
 
Hal -
Take a look at my G&K post 12331
Message 12219135
I list some 39 patents and reference another 26 that didn't make it past my cut and paste malfunction.

William