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

To: BDR who wrote (19197)	3/2/2000 12:09:00 AM
From: mtnlady	Read Replies (2) \| Respond to of 54805

Your numbers for JDSU 12/99. Do these numbers include OCLI? I don't remember exactly when the OCLI deal closed. Second these numbers do not include ETEK which was the #2 in the market when JDSU purchased them. At this point in time I believe market share stands like this - JDSU #1, ETEK #2, SDLI #3, GLW #4. GLW may have moved up due to their recent purchases but I find it hard to believe they have passed SDLI. If I remember correctly the 80/20 numbers did not include SDLI which I found very strange. The press release came from GLW themself after they had just purchased another company and they were touting how large they wanted to become. If I get time tomorrow I will sift through the JDSU thread and see if I can find the original article. What had caught my eye about the article is JDSU's touted market share - and that market share was being reported by a rival. My opinion - for what it's worth - is this. JDSU is the undisputed king of the fiber optic component market. Pretty close to a monopoly if you don't count internal manufacturing of the components by the likes of LU and NT. SDLI is a very strong #2 player primarily because of their strength with the under water laser technology. GLW is coming to the party late and buying up smaller vendors trying to get market share. JDSU is too big and growing too fast for GLW to hurt them. SDLI will thrive because of their niche. All three will do well in the tornado because there is far more demand than supply right now. If there appears to be a clear cut winner or winning technology I like to fire just one bullet. NTAP was my bullet for storage, SEBL for CRM and JDSU is my lone bet for the fiber optic components.