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

To: Uncle Frank who wrote (20450)	3/17/2000 1:03:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

My take on the whole JDSU/gorilla issue is this. First - yes - I believe a king can move to being a gorilla. I never say never. Learned that ages ago designing software. Rule #1. Rules are made to be broken. Don't get stuck on a theory else you will be trapped by your mental barriers. Is JDSU a gorilla now? I don't believe so. Second - the fiber optic area is exploding. Tons of 'niche' markets that make it up. JDSU sells hundreds of devices into this tornado. Can they find a gorilla niche in there? Sure. I agree with Greg's statement about the Telco's control and demand for open standards. HOWEVER (!) as Moore pointed out the industry will join around a standard just to move things much quicker during a tornado. If JDSU came out with something unique, but proprietary, would the industry build a value chain of support around it? Quite possibly. As everyone has said over and over. Demand in this sector far outstrips supply. Would NT adopt something from JDSU if it meant getting product out to market twice as fast to their customers. Quite possibly. In the mean time it's just an interesting argument. We all own JDSU and we just wait and watch the interesting battle unfold. I just bristle though when someone says 'it can never happen'.