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

To: lurqer who wrote (18103)	2/16/2000 3:56:00 AM
From: Smacs	Respond to of 54805

This was posted on the JDSU thread...it's about GLW, but it actually says more about JDSU's market share... CORNING EXPECTS TO AT LEAST DOUBLE MARKET SHARE IN THIN-FILM-FILTER MARKET, ACHIEVE LOW-COST POSITION The worldwide market for DWDM components is expected to grow 100% from $300 million in 1999 to $600 million in 2000 and to $1 billion in 2001. The combination of JDS Uniphase (JDSU, $202, 1H) and E-TEK Dynamics (ETEK, $199, 1H)--who recently announced their intention to merge--would create a powerhouse in thin-film-filters and modules, capturing perhaps 80%-plus of that market. However, we believe it also presents to Corning an extremely attractive second-source opportunity. Corning currently has only a small share of the merchant filter market, perhaps 10% or less, but expects to at least double its position over the next 12-18 months. NetOptx provides Corning with both increased capacity of thin-film-filters and improved manufacturing capabilities (the company reportedly has industry-leading yields for its 200 and 100 GHz filters), which Corning can now apply to its existing manufacturing operations, further increasing total production--guidance is for a 10x increase in thin film capacity in 2000. Combined with Samsung Corning Micro-Optics' advanced packaging capabilities, we believe Corning has taken a major step towards becoming a significant supplier of thin-film-filter modules. And if history is any indicator, we would expect Corning to claim to the low-cost position in the market over time, as volumes ramp and more R&D is focused on process improvements.

To: lurqer who wrote (18103)	2/16/2000 12:50:00 PM
From: LindyBill	Read Replies (4) \| Respond to of 54805

RE: RAMBUS People, I hate to be a spoil sport, and I really hope you all get rich on Rambus.But remember this: If Intel makes any kind of statement that they are in a hold position of any kind on Rambus, the stock will drop 50% upon opening the next day! We have been there people! Why in God's name do you want to take this kind of risk? I have got 4 or 5 stocks in my portfolio that have gone up 35% or better in the last two weeks. None of them have this type of risk involved. I have read the posts on this Board about Rambus for the last 24 hours, and it sounds like the posts for Qualcomm the last week of December, '99. Sure, it is a great product, and has a great future, but not yet! And if Rambus forges ahead, and you have no problems, don't come to me with "You were wrong, Lindy!" I will not have been wrong, you will just have escaped the Guillotine! LindyBill