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

To: gdichaz who wrote (1254)	4/11/1999 7:30:00 AM
From: gdichaz	Respond to of 54805

The One Gorilla and One King game is also One wireless company and one fiber optics company Areas of rapid growth in leading edge technologies Diversity in a small package. :-) Qualcomm leaps to the eye as the most up and coming young Gorilla. Uniphase is perhaps less familiar here but as a brief reminder, George Gilder introduced Uniphase in his newsletter as the Intel of the Telecosm. Uniphase will be even more dominant in its field - supplying the key elements for fiber optics - when its merger with JDS Fitel takes place soon. This will then be a powerhouse of active and passive elements for fiber optic rapid data transmission. As of now, Uniphase provides the active elements and JDS Fitel the passive. Comments? Chaz too

To: gdichaz who wrote (1254)	4/11/1999 10:33:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> One Gorilla and One King - The bare bones Gorilla Game Chaz2, bare bones would be one Gorilla, but that would be boring, except when you looked at your networth <g>. The 5 year graph for Uniphase is incredible - it holds up with the best stocks in the market: techstocks.com Can you explain why their earnings are negative (per Yahoo, -$2.20 for the last year)? An acquisition, I presume. Frank