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

To: tekboy who wrote (31972)	9/21/2000 1:13:30 PM
From: russet	Respond to of 54805

I haven't read the discussion on the Fool thread, but I do follow Nortel very closely and there was a lot of press recently in Canada discussing the fact that Nortel executives were very leery of the latest merger of JDSU and a competitor, because Nortel would now have no other source for certain components it needs for their optical infrastructure building. There apparently were extensive negotiations between Nortel and JDSU which were believed to be concluded by Nortel getting certain guarantees for delivery of key components. How big that market referred to is, I don't know, but it does suggest some JDSU morphing could be occurring. Justtryingtobehelpful.me

To: tekboy who wrote (31972)	9/21/2000 2:59:56 PM
From: tripperd2	Respond to of 54805

Tekboy, In regards to whether JDSU can "morph" into a gorilla it might be instructive to compare it to Cisco. My understanding of Cisco is that their strength is not in the quality of their routers, but their software. If Some of the components that JDSU manufactures is heavily reliant on software then it may be possible. I don't believe that to be the case, but would welcome any feedback. Meanwhile, SDLI and JDSU are two of my largest holdings and I have seen nothing that makes me nervous about holding them for now. Here is a nice interview of Donald Scifres, the CEO of SDLI. twst.com Regards, Trip