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

To: JustLearning who wrote (20468)3/17/2000 3:56:00 PM
From: John Stichnoth  Read Replies (1) | Respond to of 54805
 
I'm not sure LU, NT, etc are direct competitors to JDSU. They are certainly among JDSU's most important customers. The competition seems potential--They make some parts, and outsource others from companies such as JDSU. The threats are (1) that each will in-source parts instead , or (2) find another outside supplier. Both are increasingly not an issue as JDSU builds scale and extends its manufacuring capability lead. That is part of their King advantage. Should JDSU develop proprietary advantages, it would be even harder for the assemblers to avoid them.

Best,
John



To: JustLearning who wrote (20468)3/17/2000 6:35:00 PM
From: DownSouth  Respond to of 54805
 
JL, good point on NT/LU as potential competitors to JDSU. Thus we hold kings lightly. Do realize though that NT/LU are JDSU biggest customers by far, so JDSU is doing something these princes of telecom are not willing to do.


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