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: LindyBill who wrote (927)	4/1/1999 11:06:00 PM
From: mariner	Respond to of 54805

Lindy A few weeks ago someone suggested UNPH. It continues to rocket. I've owned its soon to be partner JDS Fitel for sometime now and have no regrets. Suggest you check this out as part of your potential gorilla diversification scheme. JDS/UNPH has an excellent chance of dominating the optical component market. One stop active and passive catalogue of products. Biggest of the main component suppliers (SDLI and Etek) being the others. Tornado market growth. Relatively high barriers to entry mainly due to the intellectual capital required to continue to innovate in this market segment. There is now a combined JDS/UNPH thread in recognition of the merger coming to fruition soon (June I think). Recommend you have a look there as part of your quest. mariner

To: LindyBill who wrote (927)	4/2/1999 12:04:00 AM
From: Uncle Frank	Respond to of 54805

Congratulations, Quickdraw McGraw. You beat me to it again. I'm still trying to figure out a new allocation that will include qcom. I can't help you on the i-nutz, Bill. I only one one of them, aol, and you are very familiar with it. I tried cmgi, but found my tolerance for volatility had its limits. Maybe some of the younger dudes can help you; they seem to understand the dot.com issues better than us Silverbacks <g>. Frank

To: LindyBill who wrote (927)	4/4/1999 8:53:00 PM
From: DownSouth	Respond to of 54805

Got any hot tips, you "silver-tongued devils"? LB, I agree on ATHM. Been in for a few wonderful weeks. Have a look at PMCS. They have an excellent position in providing ATM chips to CSCO and everybody else. Also look at UNPH. A truly major player in fiber optic components, merging with ADS to pretty well lock up the market. CNXT is an up and coming broadband component player. Recent spin off of Rockwell, with some major surprises. Don't forget NTAP and EMC, both steady 100% performers year to year.