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

To: DownSouth who wrote (31958)	9/20/2000 11:58:48 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

DS, << A King cannot become a Gorilla, except in a different market or with a different product >> I disagree. If through M&A a King accumulates sufficient IP that it controls a proprietary open architecture, either de facto or de jure, it becomes a gorilla. << No one has ever posted a convincing case for JDSU being a Gorilla >> I agree, they have not. << NTAP >> One more time. Convince me NTAP is a gorilla. You, DS, are the only individual I know, that has attempted to make that case. I applaud you for it. - Eric -

To: DownSouth who wrote (31958)	9/21/2000 12:05:04 AM
From: willkm3	Read Replies (2) \| Respond to of 54805

Could it be that you've never been convinced JDSU is a primate because no one here has gained enough in-depth knowledge into what JDSU does to make the argument stand? Can anyone explain the wares of JDSU the way you give insight into NTAP? If so, I have not seen it. Gilder makes JDSU sound unstoppable, but I don't understand the physics he tries to explain. Does he? I've seen post after post on JDSU, but much of it is cut and paste from some other source. If this board, the premiere board of the entire web, can't get to the bottom of JDSU's IPR, BTE, DI, etc. just think how hard it must be to enter that space as a competitor. I wish I knew them better... Keith Dislc: JDSU is my largest holding.

To: DownSouth who wrote (31958)	9/21/2000 1:26:39 AM
From: mtnlady	Read Replies (1) \| Respond to of 54805

"No, Eric. A King cannot become a Gorilla, except in a different market or with a different product." Old argument but I for one still see no convincing reason why a king can't morph into a Gorilla.