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

To: StockHawk who wrote (25566)	5/30/2000 12:12:00 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

re: Moore & JDSU Good recap Tony. This has come up on this board before, and in fact, you questioned it when it did! Hey, at least I'm consistent. <g> Thanx for the reminder, as I did not remember. In the first 2 articles, Moore is quoted out of context or the 3rd-hand authors extrapolate JDSU from Moore's thoughts, and never directly quote Moore. In the list-serve on the GG, Moore talks about P/V, but does not directly state JDSU is a gorilla. BUT, in the article, Moore is clearly quoted as referring to Qcom and JDSU as "category leaders, the gorillas". I think this is the FIRST time he comes this close to calling JDSU a gorilla. But even here, there is room for doubt, since a "category leader" also describes a King. It is still possible that he is thinking about both gorillas and kings when he says "category leaders, the gorillas". Nowhere do we see a rationale by Moore or the authors of the articles you reference for why JDSU could be a gorilla, and not just a king. Apollo