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

To: Apollo who wrote (20567)	3/18/2000 12:29:00 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

RE: JDSU and Moore's comments Okay, Stan. I did a quick search to find the links to all the material in question. You can either read my post at the Fool: boards.fool.com Or here's a portion of it which I've cut and paste for those interested in the King/Gorilla comments about JDS Uniphase: >> Phil, >> >> I enjoyed your article on JDS Uniphase. Believe me, a lot of us having >> been hashing out the barriers to entry issue and Moore's comments about >> young possible young gorillas developing in JDSU and Qualcomm (which he >> claims he doesn't remember saying) over on the Gorilla and King thread >> at Silicon Investor as well as the JDSU board here at the Fool. Here's >> the original article that quoted Moore: >> >> moneycentral.msn.com >> >> Here's Geoff's response from a Gorilla Game list serve digest I >> participate on of which he is a member after somebody asked him to >> clarify himself: >> >> > Gang, >> > Regarding the following: >> > >> > Geoff (or anyone else knowledgeable about the issue) I've read over on >> >> > the SI GG board that you supposedly wrote or said sometime this past >> > year to the effect that you did not think QCOM was a gorilla (or >> > couldn't become one) and JDSU was (or is about to become one). Would >> you >> > clarify please.? Did you ever say/write anything resembling these >> > thoughts? Where could I read your exact words if written. David >> > >> > I don't know what I said exactly (one of the dangers of me ever saying >> >> > anything) but in any event, I am persuaded by the arguments on the >> list and >> > by the behavior of the stock market that Qualcomm is indeed a >> gorilla. JDSU >> > I do not know as much about, but I believe the wisdom of the list is >> that it >> > is a king, not a gorilla. >> > Cheers, >> > Geoff >> > >> > Geoffrey Moore >> > Chairman, The Chasm Group >> > (650) 312- >> > Venture Partner, Mohr Davidow Ventures >> > (650) 854- BB