Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DownSouth who wrote (30889)	9/1/2000 3:02:09 PM
From: k_maxwell	Read Replies (1) \| Respond to of 54805

DownSouth, StockHawk -- thanks for the responses. I hope after Labor Day to have the time to attempt to look at some of the smaller cap fiber optic component stocks (such as AVNX, STLW and SPLI) using my basic understanding of the Gorilla Game metrics. None look remotely pongid to me at the present moment. Nor does JDSU, really, although I love the stock and the company. However, the thrust of my question really was whether it makes any sense (or is a useful exercise) to look at the entire telecommunications equipment industry as presently being in an enormous tornado, industry-wide, with fiber optic technologies as a whole emerging as the chimeric "gorilla" that will pull the rug out from underneath, and obviate the need for, such technologies as Asynchronous Transfer Mode (ATM), SONET, Cisco's core router technologies, packet switching, DSL, etc. Should we even be looking for a single company to annoint in this sector yet? Better risk/reward at present to simply buy a basket of potential fiber optic acquirees perhaps? Just a thought. Now, to more important things .... the beach!