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


To: tekboy who wrote (25551)5/30/2000 9:58:00 AM
From: StockHawk  Read Replies (1) | Respond to of 54805
 
re: Moore again calls JDSU a gorilla

tekboy, thanks for the links. I thought this section from the Moore article was worth posting here:

Are any tech stocks a sure thing?

Markets undervalue category leaders, the "gorillas."
They always look too expensive, but they are actually
undervalued. JDS Uniphase and Qualcomm are prime
examples.



To: tekboy who wrote (25551)5/30/2000 10:44:00 AM
From: Apollo  Read Replies (1) | Respond to of 54805
 
Tekboy:

Just want to give a thanx for all of your contributions scouting out posts elsewhere on the Net and bringing them home to the rest of us. <g>

BTW, I thought it interesting that Moore referred to Qualcomm and JDSU as "Category Leaders, or gorillas".

Has Moore previously intimated that JDSU is or might be a Gorilla? Is this a slip on his part, is he being reckless with the terms, or does he truly believe JDSU is a Gorilla?

Apollo