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

To: Don Mosher who wrote (29498)	8/6/2000 11:21:28 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> What is your intended referent here for "dangerous" and "speculative?" Is it investing in JDSU or in my argument in JDSU's favor? Can I have a third choice <lol>? "Dangerous" was used with regards to any program of rapid expansion through acquisition, and I would cite Compaq's inability to integrate DEC and Tandem simultaneously as an example. "Speculative" related to your speculation <gg> that market share or integration might have the power to transform a King to a Gorilla, or as you call it, a Kingilla. Since each of Mooore's metaphors is based on real life examples, I was challenging you to provide one in support of the hybrid you postulate JDSU has become. >> My only reservation about limiting myself to investing in proven gorillas is... I want to catch that huge technology wave. ...It is a bet that Gilder is right when he calls JDSU the Intel of the telecosm. That is the key difference between your approach and the one that this board has elected to adopt (though not unanimously). There are huge differences between Gilder Gaming and Gorilla Gaming. I am not looking for tape measure home runs, but rather, predictability of superior returns over lengthy periods of time. As such, I focus on emerged primates as opposed to baskets of pre-Chasm candidates or Bowling Alley residents. Note: since JDSU is a full fledged King, this comment is not meant to apply to it. >> If I interpret your sentence correctly, I believe that you mean that the sum of competitive advantages advanced by me for JDSU are less strong than the competitive advantage given by a gorilla having proprietary control of a discontinuous innovation. Again, I would concede this point. Since dispelling that theory was at the core of my post, we need go no farther. I'll quit while I'm ahead <lol>. uf