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

To: Mike Buckley who wrote (31413)9/11/2000 12:39:05 AM
From: mariner  Read Replies (3) | Respond to of 54805
 
Thread
Someone was speculating earlier about whether or not the optical revolution would be a lasting investment trend and how this might preclude holding JDSU. The attached link has a reasonably well written article which while not containing any revolutionary thinking, does present a balanced discussion of the issue.

canadianbusiness.com

FWIW: Seems to me that JDSU represents a pretty attractive way to play the optical demand. It may not be a gorilla, but it is certainly a dominant supplier (with customers like CSCO/NT/LU etc) into what is possibly an explosive market over a prolonged period of time.



To: Mike Buckley who wrote (31413)9/12/2000 1:51:52 PM
From: areokat  Read Replies (1) | Respond to of 54805
 
Mike

Do we need a measurement in the list such as "How big is the network and how large might it become in the near future?

As has been said in the references "it is better to be part of a large network than a small network" and also bearing on this point; "the strong get stronger and the weak get weaker".

The size of the network would seem to be akin to the CAP/GAP concepts?

Just a thought.
Kat


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