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

To: John Lacelle who wrote (37397)	1/2/2001 6:22:41 PM
From: Uncle Frank	Respond to of 54805

Thanks for the roses, John. I'm glad you've found our meandering discussions to be of interest. It's been a brutal ride for jdsu/sdli afficiandos, as Dancelot can attest. Since neither of them are in my personal portfolio, I'll defer to one of the experts. For starters, you might want to read Judith Williams marvellous Project Network Report on jdsu: Part 1: Message 15057320 Part 2: Message 15060249 Reformatted chart for Part 2, courtesy of John Stichnoth: Message 15060533 Part 3: Message 15060398 Part 4: Message 15060543 How about a report on the report after you finish reading them? uf

To: John Lacelle who wrote (37397)	1/2/2001 11:38:13 PM
From: DownSouth	Respond to of 54805

Many people here seem to think that SDLI and SDSU are going to be gorilla status once the merger is through. Just to be clear, John, I don't believe any of the regulars here think of JDSU in any form to be a Gorilla candidate. It is most certainly a very strong King. I advise against asking for "technical" (fill in the blank) anything on the Gorilla thread. No TA here, except for fun and fighting. Next year's PE will be higher than it is now. That's what my table napkin says. <g> Thanks for the nice words.