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

To: Don Mosher who wrote (27771)	7/12/2000 1:54:53 PM
From: DownSouth	Respond to of 54805

Thanks for your your thoughtful response. Since I am an Alabama boy of many generations, please call me Jerry. Since you are an Alabama boy, then please call me "Jer-Blake". (You understand, I am sure.) As you probably know, we have been struggling here, from time to time, with this JDSU classification. It is, at least, a KING. The BTEs are all based on the ability to manufacturer the products profitably and in sufficient volume--not on proprietary product design. One idea that was floated was that perhaps JDSU was the only one offering a product in which active and passive components were working together. I am not sure that they are, nor am I sure that would make any difference in their classification. It is an important academic exercise, imo, because we don't know how to hold this baby--lightly or tightly. We have time to decide, however. Maybe the famous, but unknown, "Phase IV" will solve the dilemma! (Roll Tide!) or is it (War Eagle!)?