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: Mike Buckley who wrote (2151)	5/23/1999 12:51:00 PM
From: mariner	Read Replies (1) \| Respond to of 54805

Mike There's a fair bit of competition in the laser vision correction game. A number of smaller companies trying to consolidate the market. One of them is TSE based (TLC - The Laser Centre). Has done very well last few years, and is also playing in the US market. I suspect however that the profit margins on this biz will slide as the competition continues to heat up. Different firms will likely make money, but gorilla status may be difficult to achieve. PS: Still working on the "manual". Moving into a new house has minimized the time available for such pursuits. PPS: JDS Fitel, the Cdn half of the upcoming JDS/UNPH merger, continues to expand at breakneck pace. Hiring more staff and building new production facilities. While the firms may be dragging their feet a bit on the merger paperwork, it seems the target market remains exceedingly healthy. JDS Uniphase should continue to be a force to reckon with in its space. mariner