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

To: Morgan Drake who wrote (989)	4/3/1999 9:32:00 PM
From: Mr. Sunshine	Respond to of 54805

Great Thread! I came here from a link at the Q thread, and have read several weeks worth of posts. I have been in QCOM for 3 frustrating years, but the patience is now paying off. If anyone is still on the fence, let me reemphasize what an earlier poster said -- go to the QCOM thread and read the Gregg Powers posts. He gives a great analysis of the fundamentals and the potential of this company. As a potential undiscovered King, has anyone looked at Cymer (CYMI)? They are in the semiconductor equipment sector and control 80% of the market for the lasers that enable Deep Ultra Violet (DUV) lithography, an enabling technology for the future size reduction of semiconductors, a key factor in enforcing Moore's law. As background, mercury lamps have been used in the steppers used to etch lines in semiconductor chips. This has worked fine until recently, when those lines have gotten below 0.25 um. For technical reasons (something to do with the wavelength of light and the laws of physics) mercury lamps will not work below that level. Enter Cymer's eximer lasers, which will allow those lines to get much smaller. Cymers share price got ahead of itself after the IPO, and then crashed when semiconductors dived last year. The shares have recovered some, but have a long way to go IMHO. There is competition (thus calling Cymer a King and not a Gorilla) but they are one to two years behind Cymer. Qualcomm's latest ASICS and Intel's Pentium III are made at 0.18 um using steppers that use Cymer eximer lasers. Cymer management claims to have most of the eximer laser scientists in the world, including many from the former Soviet Union. I got out of this stock last year, but am now back in, and am hoping to add to my position on price dips. I would not sell my QCOM to buy CYMI, but do expect it to double within the next year. Great Investing to all, Steve

To: Morgan Drake who wrote (989)	4/4/1999 5:59:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Talk : Communications : JDS Uniphase Corporation (UNPH) To: Craig Wilson (78 ) From: Craig Wilson Friday, Apr 2 1999 5:47PM ET Reply # of 101 To All- A link from the Gilder Tech site about Nortel's powerline transmission of data at 1 Mbps rate. nortelnetworks.com. Next 121 9/16 Change + 6 7/16 (+5.59%)Bid 52-week range: 31 1/4 - 121 7/8

To: Morgan Drake who wrote (989)	4/4/1999 1:45:00 PM
From: Grantcw	Read Replies (3) \| Respond to of 54805

Hello Morgan, And a Happy Easter to you and the other Gorilla watchers on this thread. You said... Grant...Gilder sees JDS/UNPH as the "Intel of the Telecosm." I agree that JDS/UNPH definitely has the potential to be an Intel of the Telocosm. Something I've always wondered about is why Intel is considered a Gorilla. I think their market share was so great, at least at one time, that they automatically got the Gorilla name. I don't believe their products carry a gorilla-like feature of being the standard in the industry that every other company feeds off of by making their products compatible. Sure, many companies slap on the Pentium chip name as a marketing tool, but do these companies have to do a lot of changes to their computer box to just change the chip from a Pentium to an AMD chip? It seems to me that they are interchangeable, making Intel a King. I see UNPH as the same deal. They are experts at what they do and will have a nice market share following the merger but don't have the characterists of the Gorilla, unless I'm not up-to-date technologically on their exact products. Appreciate any and all comments on Intel being/not-being a Gorilla. See ya, Grant