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

To: mtnlady who wrote (17073)	2/3/2000 2:58:00 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

JDSU Omnibus Preface <<Go back to the raging bull thread on jdsu about that time for discussion on this matter.>> Hi mtnlady! Does this represent a change in your thinking on such issues in general, or does it mean that you consider Raging Bull more worthwhile than G&K? <giggle> Just kidding... :0) JDSU's Classification and Barriers to Entry Determining JDSU's proper GG classification is obviously crucial for potential investors, yet it is also difficult, since to make an accurate call one must know both JDSU and the Gorilla Game backwards and forwards. Of those few people who do, almost all consider it a King, albeit a strong and somewhat hairy one. I put the question to the wisest heads on the Motley Fool JDSU board (which used to be the best discussion place for JDSU, before it got swamped by lesser lights late in 1999), and here is what they said: Message 12241653 Another piece of information relevant to barriers to entry is this: boards.fool.com General JDSU Discussion The best overviews of JDSU I've come across are the following: Message 11864019 Message 11864396 Message 11519651 Conference Calls Good summaries of recent conference calls can be found here: Message 11742867 boards.fool.com Moral There's lots of really good stuff in the archives, and one of the great virtues of cyberspace (at least in this instance) is that the garbage isn't taken out regularly. Yes, it seems like a lot of posts; yes, there's a lot of chatter; but nevertheless, any serious or aspiring G&K investors could do far worse with their spare time than flip through a lot of the back posts on the thread. For the full experience, begin at the beginning. For the discovery of our favorite baby gorilla, start at 833. I actually think reading the archives was even more valuable than my initial real-time lurking, because I was able to evaluate the quality of what I was reading with the benefits of hindsight--and thus became a believer far more quickly than I would have otherwise. tekboy/Ares@walkswithKings,butdoesn'tlosethecommontouch.com PS To all interested in finding the next Cree, here's my strategy: Message 12004613 recent conference calls

To: mtnlady who wrote (17073)	2/3/2000 9:52:00 PM
From: voop	Read Replies (1) \| Respond to of 54805

This phase IV for optical switching rumor goes full circle with another LU lambda router speculation involving a decidely non-gorilla tiny stock called LPTHA which makes gradium lenses as collimators in the fiberoptic world and may be part of the many mirrors of the lambda. they also are a 15% owner of privately held Lightchip , an optical switching concern which is owned by ATT Ventures and more recently JP Morgan. Just so happens that LightChip and Lu share an address with a building in Connecticut and their recent rise in LPTHA is that they may play a part of the need for Lucent to get on the stick re: its optical switching. To make it more fun, Etek bought a company (Kaifka) that does business with LPTHA and as you know ETEK and JDSU are walking donw the aisle. Since we ar talking about rumors, accordingly the Best? information about LPTHA is on YAhoo board. Is this how Rona Barrett got started? Voop