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

To: Uncle Frank who wrote (19109)	3/1/2000 3:27:00 AM
From: John Stichnoth	Read Replies (1) \| Respond to of 54805

jdsu is a telecom infrastructure supplier. I don't see it as a godzilla. But, you're right--we'll have to watch it play out. Re changing our approach--I'm really thinking in terms of the wannabee gorillas. Perhaps Rambus. Is Rambus a Gorilla? I believe that is NOT decided. Is it being priced as such? Well, it's 4 times as expensive today than it was a week ago! Yikes! There's a lot more risk in that price than there was at $70. And I'm to bed! I'll see you in the AM. Best, John